Jill on Money with Jill Schlesinger Expanding What’s Possible With Money
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Oct 3, 2025 Join Jana Davis, a Certified Financial Planner at Abacus Wealth Partners, as she shares her journey from news production to financial planning. She dives into the importance of fee-only advice and fiduciary duty, highlighting how they elevate client trust. Jana emphasizes that investment strategies should align with life goals, not just market returns. Discussing common financial pitfalls, she reveals how understanding clients' money stories can drive better planning and client relationships. Her insights into impact investing show a commitment to values-based wealth management.
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Career Pivot From News To Financial Planning
- Jana left a news career after finding it unfulfilling and sought practical financial answers for buying a house.
- She retrained, became a CFP, and found purpose in fee-only financial planning that gives clients peace of mind.
Choose Fee-Only For Unconflicted Advice
- Do hire fee-only advisors when you want advice, not product sales, because they charge you for expertise rather than commissions.
- Fee-only means the advisor doesn't get paid for selling you specific products and can act like a retained professional.
Investments Serve Planning Goals
- Jana emphasizes that investment management is a tool within comprehensive financial planning, not the whole service.
- She tailors investments to the client's purpose for the money, tying management to planning outcomes.
