Jacqui Worstell, CFP®

Financial Advisor
Jacqui Worstell smiling

My Story

Coming soon…

How I’m expanding what’s possible with money

I live in spreadsheets. I love using Excel to map out my monthly budgets and create forecasts of future earnings and expenses. This helps me focus my money in areas that bring me joy, while helping me save and pay down student loan debt. With my background in accounting, I help clients navigate through the analytics of finances so they can focus on living their best life.

Outside of work, my passions include

DIY learning. You can find me Googling ‘How To’ videos from DIY home improvements to grooming my pet doodle. I enjoy baking for the sole purpose of devouring my sweet treats seconds after they’ve been pulled out of the oven. I spend most days immersed in toddler activities and appreciating my daughter. Every day my little human amazes me. I also enjoy spending time with my husband while binge watching a new show.

Follow Jacqui Worstell, CFP®

Simplify your life with a plan that connects your money to what matters most.

Simplify your life with a plan

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