Member Profile
Carmen Jennett
Director
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Sacramento Business Builders |
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Next Phase Financial 9719 Lincoln Village Drive, Ste 506 Sacramento, CA 95827 9167057642 Website |
| Business and Company Details:
Hello! At Next Phase Financial, we specialize in guiding you through a personalized financial journey, helping you navigate each phase of life with confidence. Our approach involves creating a detailed asset map tailored to your goals and aspirations. Picture this: a comprehensive financial plan that not only charts your current assets but also lays out a clear path for future growth and stability. We're dedicated to steering you through this map, ensuring every step aligns with your unique objectives. With our expertise, you'll confidently traverse each financial phase, knowing that your assets are strategically placed for success." |
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| My education, training and business experience
I am a Value-based Financial Planner looking to meet more professionals to refer clients to as well as be referred to people they know, like and trust. |
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| When I m not working, I enjoy . Paddle boarding, Spending time with my dog, hiking and outdoor concerts. |
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| Some of the Clubs, Associations and Volunteer activities that I participate in are
A Member of Women in Financial Services 'Ambassador Rancho Cordova Chamber of Commerce Chicktime Volunteer |
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| Gold Star Information Year Joined: 2023 |
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