We discuss Jacky’s journey in building a financial planning firm in Philadelphia, the value of working directly with an intimate group of clients, the imperativeness an emergency fund, and how a great financial planner is a financial coach.
Jacky’s core values are:
1. Authenticity – I am unapologetically me.
2. Resilience – I bounce back stronger every time.
3. Impact – I aim to leave every person and place better than I found it.
4. Positivity – I choose joy, even on hard days.
5. Connection – Relationships are the heartbeat of my life.
