Financial Planning for Women in Medicine with Jacquelyn Denson

Women are making significant medical strides, breaking down barriers, and excelling in diverse specialties. However, their road to financial freedom is often paved with hurdles requiring a personalized and gender-aware approach. 

In this episode, Lauren continues the Meet Our Advisors series and talks with Jacquelyn Denson, Financial Advisor at Vestia. Jacque is passionate about creating long-term relationships with women in medicine and helping them with their unique challenges in the workforce and life. She believes in values-based financial planning, empowering them to achieve their goals today and in the future. Jacque wants her clients to build wealth that matters and protect their income in a way they can enjoy today.

Passionate about seeing a change in the financial industry from a gender diversity standpoint, Jacque talks with Lauren about why she chose to specialize in working with women physicians. She discusses how she provides personalized financial planning strategies to meet her client's present and future goals. Jacque also shares the importance of building long-term relationships with clients and helping them navigate life's curveballs.

Key Takeaways

• [01:23] - Jacque's personal and professional background.
• [04:17] - What inspired Jacque to become a financial advisor?
• [08:08] - How Jacque helps clients navigate big financial decisions.
• [13:35] - Balancing financial planning with clients' personal values and goals.
• [17:40] - Why Jacque chose to focus on serving women physicians.
• [21:31] - How Jacque helps her clients optimize their portfolios.
• [29:59] - The benefits of virtual engagement with clients.
• [36:39] - Jacque's tips for choosing a good bottle of wine.
• [39:32] - Choosing the right wine style for different dishes.
• [42:43] - What Jacque thinks “wealth that matters” means.

Quotes

[06:49] - "You can take a black-and-white plan and follow the steps, but it's never going to look the same for everyone. There's always going to be curveballs." ~ Jacquelyn Denson

[08:46] - "I always tell my clients, let's start with the math, start with the data, and work our way backward into the human element." ~ Jacquelyn Denson

[18:25] - "There are a lot of crossovers between women in medicine and women in finance, and I am very passionate about equal pay and opportunity for equal talent and work." ~ Jacquelyn Denson

Links 

• Jacquelyn Denson on LinkedIn
• Vestia Wealth Advisors
• Edward Jones
• Lincoln Financial
• Larson Financial

Connect with our hosts

• Lauren on LinkedIn
• Kameron on LinkedIn

Subscribe and stay in touch

• Apple Podcasts
• Spotify
• Google Podcasts

Does your financial advisor understand our views? How to negotiate a job contract with a hospital? Or how to evaluate and finance a surgery center buy-in? With nearly 150 years of collective experience working with specialized physicians nationwide, Vestia Personal Wealth Advisors understands your challenges and your opportunities as a physician. Innovative tax strategies, proactive asset protection planning, physician mortgages, healthcare venture capital, and more. You have many competing priorities for your time, and planning for your financial health may not make the top of your list. With a shortened time window to save for retirement, the opportunity cost of financial mistakes can be high. Vestia can help you navigate the complex world of finance and make your life easier every day, starting now. Learn more vestiaadvisors.com.