Jean Marie Dillon, MA, CFP®, AFC®

As a CERTIFIED FINANCIAL PLANNERTM professional and Accredited Financial Counselor®, my goal is to help my clients learn to help themselves. Believing that every individual should have the tools and skills needed to shape their financial future, I offer my clients counseling and education to help them achieve their goals and dreams.

 

Sales-free approach

It doesn't matter whether you have student loans, credit card debt, or thousands to invest. My clients are not turned away for failing to have a minimum net worth, because I offer counseling in a sales-free practice. I maintain a vetted network of legal and investment professionals.

Inclusive counseling

I have worked with military service members and their spouses, minorities, individuals, couples, college students, and employer groups. Anyone wishing to improve their financial well-being through financial counseling is welcome. 

 

Proven success

My clients have overcome anything from five-figure credit card debt to systematically paying off six-figure educational loans. Through structured guidance, they have invested and grown their retirement, emergency, and college savings. Together, my clients and I meet their goals.

 

Jean Marie Dillon, MA, CFP® - Financial Counseling, Financial Planning, Financial Education

My philosopy...

Specializing in financial planning, counseling and education, I believe that clients should have access to the personalized tools and resources needed to shape their financial destinies.

 

Over a period of the last 15 years, "stock picking fund managers are even worse than we thought in beating the market." 

Jeff Bukari, FORTUNE, March 17, 2017

 
 

Take control of your financial future. Discover a path toward freedom.

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Read about my client's experiences and the positive impact financial counseling has made.