Welcome
About The Author
Jennifer Woodbeck Thompson is the consummate financial professional. Not only does she provide the full spectrum of financial products and services, as well as knowledgeable advice, she is also an in-demand speaker and a published author. Jennifer is your Friendly Finance Coach, based in Mississauga, Ontario, and has clients throughout North America.
After 17 years in healthcare Jennifer started looking for a change when modifications to the healthcare system started making it more challenging and less rewarding to work in the field. The idea of working in finance and insurance appealed to her, having seen first-hand the devastation families endured when their insurance coverage wasn’t sufficient to meet long-term needs after the death or disability of a loved one. She switched from working to improve health to working to improve financial health. The empathy that always drove her working as an RT has now been directed towards her clients, striving to provide them with the information they need to serve their best interests. Her experiences with the difficult parts of patient care have given her the skill set necessary to have the difficult conversations about death and disability with her clients in a sympathetic and compassionate manner.
As a Financial Professional Jennifer has the unique ability to service her clients as a finance coach because she doesn’t just look at the numbers and projections like a typical financial advisor nor just look at mindset and emotions like a life coach but instead, with her clients, she looks at a balance of both. Jennifer helps them better understand their personal money beliefs, insights into budgeting and tracking, strategies to help them become more financially successful, as well as educating on financial concepts. Jennifer also has the luxury of working with one of the largest insurance and investment brokers, World Financial Group. Jennifer offers and advises on a full range of services, offered by over 50 financial services companies. Her services include: Retirement Planning; Debt Management; Savings and Investments; Life, Critical Illness and Disability Insurance; Estate Planning; and Tax saving strategies. Her particular focus is currently on ensuring her clients will be financially stable in the event of unexpected healthcare challenges. After her years in the medical field she understands that not everything is covered when a medical emergency arises and the financial repercussions can be long-lasting.
Expanding on her work in financial services, Jennifer has turned to the idea of educating people on the importance of managing their financial picture. To that end, she works one-on-one with her clients, doing regular check-ins on their current situations and managing any changes as they arise. She is doing financial education webinars and speaking at events in the US and Canada tailoring her topics to the audience. She has presented to healthcare professionals, business people, insurance agents, women’s groups, tradespeople (about extra-union investing), and the Indigenous populations in Northern Ontario.
“Change is good. Just have a plan”
