NEST.
Protect Your Peace. Build Your Freedom.
NEST — Financial Confidence at Every Stage
• Smart, personalized wealth strategies for women and families
• Income protection, Legacy planning & Medicare guidance for women 65+
• Future Wellness Financial Planning for a secure tomorrow
🌿 Home of the Health to Wealth Blueprint
Your first step toward clarity, confidence, and long-term security.
This foundational pathway helps you understand where you are today, what you want for tomorrow, and how to begin building a financial plan that supports your health, energy, and future goals.
✨ Future Wellness Freedom Plan
This is where we go next — together.
A personalized, whole-life strategy designed to help you create lasting freedom for yourself, your family, and your vision.
Here, we turn intention into aligned action so your future feels supported, spacious, and full of possibility.
“Working with Jenny helped me see that I could do so much more in my future, I literally had no idea what was possible! Now I’m on fire and cannot wait to create even more financial freedom for my family.”-Lisa
The Nest & Nourish Approach
Our mission is to simplify the path to freedom by aligning your energy, health, and finances.
Through education, personalized planning, and ongoing support, we help you move from relief to confidence, from joy to freedom, and finally to possibility.
Visit us on Instagram for helpful education in all things NEST:
Together we can create a future that’s exponentially more powerful- see our live in person Health to Wealth Blueprint event dates here:
Upcoming events-
December 7, 2025
Holiday Pop-Up Event @ the N&N Ranch House
Registration Page opens: 11.10
Education Tools & Resources
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Estate Planning
Leaving a Legacy often begins with creating a living trust for you and your loved ones.
Click here to download our one page about how we can support your next step!
We make the process simple and easy and we connect it to your big picture future wellness plan.
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Retirement Planning
No matter what your set up is- we know in today’s world your main goal is enjoy MORE of life and save smart so you can ENJOY more of what matters most- we offer:
-Pension Review
-Retirement Savings Solutions
-Health to Wealth Blueprint for a solid and joyful future.
Click Here for Your Getting Started Tool
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Safe Investment Solutions
Protect and Grow your wealth with a modern approach to saving that is both risk free and provides support for:
🏡 College funding or first home purchases
🚗 Family goals & adventures✅ Life protection
✅ Growth linked to the market (without market loss)
✅ Tax-advantaged access over time -

Women's 65 PLUS Concierge Support
Navigating benefits like medicare, what’s next for long term care and existing retirement solutions that are ready for a next step is not something you need to do alone. We specialize in taking a comprehensive and holistic look and creating strategies for women in this space.
Use our SAGE Planner for considering your own next steps available here.