✨Financial clarity is just around the corner.
I’m currently on maternity leave, but I’d love to work with you when I return.
Join the waitlist to be first in line when my calendar reopens in January.
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Who am I?
I’m Jackie, a financial planner and (soon to be) mom of two who believes wealth is more than numbers—it’s time, peace of mind, and the ability to show up for what matters most.
Whether you’re looking to grow, organize, or simplify your finances, we’ll build a plan that works in real life.
What you can expect:
- Early access to my booking calendar
- First dibs on a limited number of client spots
- A heads-up when I return—no spam, no pressure
Who I Work With:
You're in the right place if you're:
- A high-earning professional who still feels like money is… complicated
- Balancing family, work, and financial responsibilities
- Ready for a clear, judgment-free plan to help you make confident decisions
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Coastline Wealth Management is not affiliated with Kestra IS or Kestra AS.
Investor Disclosures: https://www.kestrafinancial.com/disclosures
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