People who are looking to live the life of their dreams work with Janet. Through her own life experience and dedication to helping others, she makes a lasting connection with each and every client. A nationally recognized financial professional, Janet has been quoted in Mutual Funds Magazine, Financial Planning Magazine, Ticker Magazine, InvestmentNews, Wisconsin Woman Magazine, InBusiness Magazine, cnnfn.com, and money.com. Janet is a passionate and entertaining speaker who has spoken for groups such as AARP, Wisconsin Retired Teacher’s Association, Financial Planning Association, Mature Lifestyles Show, Business Women’s Expo and a variety of consumer and professional groups.
With over twenty five years of experience, Janet specializes in financial life planning/coaching and investment management services. She is the Owner and President of JATAJ Wealth Management, LLC and JATAJ Life Planning, LLC. Prior to owning her own business, Janet ran the investment management and financial planning division of the country’s 12th largest accounting firm.
In addition, Janet is the author of "Finding Financial Fulfillment, For a Life Filled with Money and Meaning", available at www.jataj.com or www.amazon.com.
Janet is Past Chair of the Wisconsin Women in Business Council (an advisory committee to the Dean of the Univerity of Wisconsin-Madison School of Business). She is Past President and Chair of the Financial Planning Association of Southcentral Wisconsin and a member of The Business Forum. She is co-founder of the New Glarus, Wisconsin Light the Night 5K Leukemia Walk which in 1999 was adopted by the Leukemia & Lymphoma Society as the model for a signature fundraiser. This fundraiser raises over $30 Million per year for patient aid and research through 250 walks across the country.
Her expertise includes:
- Fee-only investment management
- Financial/Retirement/Transition Planning
- Life/Career Coaching
- Speaking/Seminars/Workshops
Janet is living the life of her dreams in the country near Madison, WI.
Give her a call today at 608.219.0113 for a free, one-hour consultation.
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