Modern Family Finance Reviews

Jolee del Mazo 2025.12.17

     

Writing a review for my financial planner was not on my Bingo card for my life. But when Jenni, Lisa, and Cathy at Modern Family Finance are as fantastic as they are, it has to be done. To set the scene: I don’t know anything about money, or the market, or really budgeting, if we’re being honest. My working class family didn’t know anything to teach me, and I was resistant to learning because I was sure it would mean discomfort at best and shame at worst. Luckily, opposites attract, and my spouse is a Responsible Adult who wanted to manage some inheritance in addition to our weirdly/ unnecessarily complicated financial situation. Enter: Modern Family Finance, referred to us by a friend. In my mind, they are fantastic for three main reasons. 1.) Based on what I just described, you will not be surprised to learn that I truly have no clue as to the wizardry they do with investing, but I love this. As far as I’m concerned, my accounts are like little Tamagotchis that I get to occasionally login to check and see how they’re thriving. Our money is doing great, our finances are tidy, and our goals are being met! My Responsible Adult spouse DOES want to know, and Modern Family is an open book and wants to teach. Everyone wins! 2) The whole process of working together centers around YOUR particular and specific needs, goals, and personal priorities. They keep in mind both short term needs and long term visions to help you get and stay on track. I really appreciated the emotional intelligence and care Jenni brings, especially to our early meetings, and I still think about the questions she asked to help us understand our own relationships to money, and what needs to heal to move forward. They truly work with you where you are. Their approach is clearly not just about managing money, but building quality of life and empowerment. 3) They are truly the kindest people you could hope to work with. Getting me to respond to an email about life insurance or the 401K from ten years ago is like trying to put a cat in a bathtub, but somehow, miraculously, they don’t judge. The team is thoroughly patient, kind, ridiculously detail oriented, and in general the most delightful people you’d hope to meet. As a queer couple navigating major life transitions, they give us clarity, patience, and structure without overwhelm. We’ll be clients for life.

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Reply from Modern Family Finance 2025.12.17

Thank you so much for this thoughtful review and for trusting Modern Family Finance with your financial journey. We’re honored to support you in a way that feels approachable, supportive, and tailored to what actually matters to you. Helping modern families — including LGBTQ+ couples — move through life transitions with clarity, care, and less stress is at the heart of what we do, and we’re grateful to be part of your journey.

Willow B. 2025.12.17

     

Verified

Writing a review for my financial planner was not on my Bingo card for my life. But when Jenni, Lisa, and Cathy at Modern Family Finance are as fantastic as they are, it has to be done. To set the scene: I don't know anything about money, or the market, or really budgeting, if we're being honest. My working class family didn't know anything to teach me, and I was resistant to learning because I was sure it would mean discomfort at best and shame at worst. Luckily, opposites attract, and my spouse is a Responsible Adult who wanted to manage some inheritance in addition to our weirdly/ unnecessarily complicated financial situation. Enter: Modern Family Finance, referred to us by a friend. In my mind, they are fantastic for three main reasons. 1.) Based on what I just described, you will not be surprised to learn that I truly have no clue as to the wizardry they do with investing, but I love this. As far as I'm concerned, my accounts are like little Tamagotchis that I get to occasionally login to check and see how they're thriving. Our money is doing great, our finances are tidy, and our goals are being met! My Responsible Adult spouse DOES want to know, and Modern Family is an open book and wants to teach. Everyone wins! 2) The whole process of working together centers around YOUR particular and specific needs, goals, and personal priorities. They keep in mind both short term needs and long term visions to help you get and stay on track. I really appreciated the emotional intelligence and care Jenni brings, especially to our early meetings, and I still think about the questions she asked to help us understand our own relationships to money, and what needs to heal to move forward. They truly work with you where you are. Their approach is clearly not just about managing money, but building quality of life and empowerment. 3) They are truly the kindest people you could hope to work with. Getting me to respond to an email about life insurance or the 401K from ten years ago is like trying to put a cat in a bathtub, but somehow, miraculously, they don't judge. The team is thoroughly patient, kind, ridiculously detail oriented, and in general the most delightful people you'd hope to meet. As a queer couple navigating major life transitions, they give us clarity, patience, and structure without overwhelm. We'll be clients for life.

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Jennifer Anderson 2025.11.22

     

Working with the team at Modern Family Finance has completely transformed how I approach and think about my finances. They helped me get organized, understand the big picture around taxes and estate planning, and even build a deeper understanding of how I relate to money. They’re patient, thorough, and genuinely invested in their clients. I'm so grateful to work with them! Highly recommend.

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Reply from Modern Family Finance 2025.11.22

Thank you so much for sharing this! We’re thrilled to hear that working together has helped you feel more organized and confident with your financial plan—especially around taxes, estate planning, and understanding your relationship with money. We appreciate your trust and recommendation.

Bridget Bertrand 2025.10.02

     

I've been working with Jenni and her firm for a long time, and one of the things I appreciate most is the way they listen and respect my values when it comes to investing. It’s a tricky balance—wanting financial growth but also wanting my investments to align with my ethics—and Jenni and her team help me navigate that tension thoughtfully. I feel supported, understood, and confident that my financial planning is aligned with both my goals and my values.

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Reply from Modern Family Finance 2025.10.06

Thank you so much for sharing. We know how important it is to have your investments reflect both your goals and your values—and we’re honored that you trust us to help you find that balance. It’s been a true pleasure working with you over the years, and we’re grateful for the opportunity to support you in building a financial plan that aligns with what matters most to you.

Joelle Schwartz 2025.03.06

     

I have never really had a financial education, and having ADHD has made it difficult for me to learn how to manage my money. I had a consultation with Jennifer this week and in 30 minutes, I literally understood more about my finances than in my entire life. She was so knowledgeable and yet down to earth and easy to understand. I hung up so motivated and empowered and already made significant and impactful changes! I cant recommend Modern Family Finance enough.

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Reply from Modern Family Finance 2025.03.06

Thank you for your kind words! We’re so glad you found our consultation valuable and empowering. At Modern Family Finance, we strive to make financial planning clear, approachable, and actionable so you can feel confident about your money. It’s amazing to hear you’ve already made impactful changes! We appreciate your recommendation and look forward to supporting your financial success.

— Jenni
Jenni & the Modern Family Finance Team

Joelle S. 2025.03.06

     

Verified

I have never really had a financial education, and having ADHD has made it difficult for me to learn how to manage my money. I had a consultation with Jennifer this week and in 30 minutes, I literally understood more about my finances than in my entire life. She was so knowledgeable and yet down to earth and easy to understand. I hung up so motivated and empowered and already made significant and impactful changes! I cant recommend Modern Family Finance enough.

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Carl Tashian 2024.10.12

     

My partner and I have enjoyed with working with Jenni this year. She's helped us grow our financial literacy and get our financial house together, and it's been tremendously valuable, both strategically and tactically. She developed a clear financial plan for us, and during our time together we took many steps to bring our financial world into alignment with how we live and what we want. I really appreciate the energy and enthusiasm she brings to her work.

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Reply from Modern Family Finance 2024.10.14

Got it! Here's a revised version:

Thank you so much! It’s been a pleasure working with you both this year. I’m so glad the financial plan we created together has been helpful and aligns with your goals. I’ve truly enjoyed seeing the progress you’ve made.

Thuc Nguyen 2024.02.27

     

Transitioning from the tech world to follow my passion for teaching felt like a leap of faith, one I never imagined taking. Through years of contemplating life after Tech, teaching always lingered in the back of my mind. Working alongside Jenni, we delved into my financial plan and life aspirations, and her persistent encouragement propelled me closer to my own passions until they became attainable. Jenni's inspirational journey from the tech industry to pursuing her passions served as a guiding light, and I'm grateful for her inspiration.

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Reply from Modern Family Finance 2024.03.05

Thanks so much Thuc. It was a pleasure to accompany you on this journey.

Lana K. 2023.12.14

     

Verified

I love Jenni's holistic approach. She understands the nuances of working with single parents like me and the lifestyle tradeoffs of working and living in the Bay Area. I feel like she genuinely cares about me, and that I am not just another client. She's not overly prescriptive and love that we can talk stuff beyond the numbers.

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Reply from Modern Family Finance 2023.12.14

Thank you for your kind words. I really enjoy our conversations and look forward to continuing to support you on your financial journey.

Karen Dorsey 2023.04.11

     

I enjoy working with Jenni because she's in a similar phase of life and can relate to my family's financial goals. My husband and I have three young kids, so we have very limited free time or interest in learning about stocks. Jenni has helped us to clarify our financial goals, set up systems that make our money work for us without thinking about it, and made us feel overall less anxious about money. She's someone you can trust, and we highly recommend her.

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Reply from Modern Family Finance 2023.04.12

It's been fun for me to get to know your family. I really enjoy working with you and appreciate your trust.

Rita Troyer 2023.04.11

     

Jenni helped me craft a vision and execute a plan to leave my secure tech job, take a six month sabbatical and pursue working as a freelancer. Working with Jenni gave me the peace of mind and the confidence to take time off and forge a new path. She knows what it's like to go through this journey of shifting careers and living abroad. I appreciate that she's a woman, a person of color, and queer. I trust her and I absolutely recommend her services to others!

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Reply from Modern Family Finance 2023.04.12

Really enjoy working with you. How loved watching you enjoy your sabbatical and travels.

Karen D. 2023.04.11

     

Verified

I enjoy working with Jenni because she's in a similar phase of life and can relate to my family's financial goals. My husband and I have three young kids, so we have very limited free time or interest in learning about stocks. Jenni has helped us to clarify our financial goals, set up systems that make our money work for us without thinking about it, and made us feel overall less anxious about money. She's someone you can trust, and we highly recommend her.

Useful Report

Reply from Modern Family Finance 2023.04.12

It's been fun for me to get to know your family. I really enjoy working with you and appreciate your trust.

Rita T. 2023.04.11

     

Verified

Jenni helped me craft a vision and execute a plan to leave my secure tech job, take a six month sabbatical and pursue working as a freelancer. Working with Jenni gave me the peace of mind and the confidence to take time off and forge a new path. She knows what it's like to go through this journey of shifting careers and living abroad. I appreciate that she's a woman, a person of color, and queer. I trust her and I absolutely recommend her services to others!

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Reply from Modern Family Finance 2023.04.12

Thanks so much for your review. How loved watching you enjoy your sabbatical and travels.

Adrienne Aquino 2023.03.29

     

I reached out to Jenni after I unexpectedly lost my spouse and had to take care of my young kids on my own. Jenni became the Personal CFO of my finances, helping me to navigate complex paperwork in a time of overwhelming grief. I feel like Jenni is a peer, a real human being who has my back. She understands my phase of life because she is also a mom, and in addition she knows all the numbers and brings lots of tools. She takes a very holistic approach to our work together and talks to me about finances in a way that I can understand. It comes across that she is doing this work as an intentional practice and not just a job.

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Reply from Modern Family Finance 2023.03.30

Thank you for your heartfelt review. It has been my privilege to be by your side during this time. 

Adrienne H. 2023.03.29

     

Verified

I reached out to Jenni after I unexpectedly lost my spouse and had to take care of my young kids on my own. Jenni became the Personal CFO of my finances, helping me to navigate complex paperwork in a time of overwhelming grief. I feel like Jenni is a peer, a real human being who has my back. She understands my phase of life because she is also a mom, and in addition she knows all the numbers and brings lots of tools. She takes a very holistic approach to our work together and talks to me about finances in a way that I can understand. It comes across that she is doing this work as an intentional practice and not just a job.

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Reply from Modern Family Finance 2023.03.30

Thank you for your heartfelt review. It has been my privilege to be by your side during this time.

Alchemy & Twine 2023.03.28

     

My partner and I were feeling stuck in the grind of Bay Area life, and wanted help figuring out a plan to get to a point where we can stop worrying about income and start enjoying life. We really appreciate how Jenni gets the bigger picture of it all. She's helped us put money into the context of our lives. We've had two other prior advisors, and she's been the only one that has talked to us about money in this way. We appreciate how down to earth and real Jenni is. She's also very focused, responsive, and efficient, while at the same time warm and funny. Instead of dreading getting into the details of our finances with someone else, we enjoy our meetings and always leave feeling better and more relaxed. She's helped us feel like we're doing ok and put a plan in place. With her help, we can let go of a lot of the nebulous worry we used to have about our finances. Thank you Jenni!

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Reply from Modern Family Finance 2023.03.28

Thanks so much for your kind words. I've enjoy working with the two of you together and watching you design your best life with your resources.

Terrence M. 2023.03.28

     

Verified

My partner and I were feeling stuck in the grind of Bay Area life, and wanted help figuring out a plan to get to a point where we can stop worrying about income and start enjoying life. We really appreciate how Jenni gets the bigger picture of it all. She's helped us put money into the context of our lives. We've had two other prior advisors, and she's been the only one that has talked to us about money in this way. We appreciate how down to earth and real Jenni is. She's also very focused, responsive, and efficient, while at the same time warm and funny. Instead of dreading getting into the details of our finances with someone else, we enjoy our meetings and always leave feeling better and more relaxed. She's helped us feel like we're doing ok and put a plan in place. With her help, we can let go of a lot of the nebulous worry we used to have about our finances. Thank you Jenni!

Useful Report

Reply from Modern Family Finance 2023.03.28

Thanks so much for your kind words. I've enjoy working with the two of you together and watching you design your best life with your resources.

Elena Bazina 2023.03.27

     

I reached out to Jenni to help me plan for starting a family and taking some time off. What I found most valuable about our work together was how it helped me get more disciplined about managing my company stock and money. I tell friends it's like having a fitness coach - you could try figuring it out yourself, but if you have someone to help, you are much more strategic and diligent. In the past when big decisions came up, like buying a house or exercising stock, perhaps I could have done things a bit better if I had someone to help. It's helpful to have regular conversations with Jenni and have someone who understands your full picture. I just feel a lot more prepared now.

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Reply from Modern Family Finance 2023.03.28

Thanks so much Elena. It's been amazing to see you plan for your family and make it happen! Really enjoy working with you.

Elena B. 2023.03.27

     

Verified

I reached out to Jenni to help me plan for starting a family and taking some time off. What I found most valuable about our work together was how it helped me get more disciplined about managing my company stock and money. I tell friends it's like having a fitness coach - you could try figuring it out yourself, but if you have someone to help, you are much more strategic and diligent. In the past when big decisions came up, like buying a house or exercising stock, perhaps I could have done things a bit better if I had someone to help. It's helpful to have regular conversations with Jenni and have someone who understands your full picture. I just feel a lot more prepared now.

Useful Report

Reply from Modern Family Finance 2023.03.28

Thanks so much Elena. It's been amazing to see you plan for your family and make it happen! Really enjoy working with you.

Gustavo Vazquez 2023.03.22

     

Jenni has been working with my partner and me for over a year as we plan for major career changes and a new adventure living outside of the USA. Jenni's support has been integral in this transition and we wouldn't have felt comfortable moving forward with our plans if it weren't for her. Before working with Jenni we would daydream about making a change but the conversations would never progress far past the question "How much money do we need to make this feasible?" Living in a culture built on scarcity and fear around having enough to retire, we had serious doubts about whether we could and should make this move. The financial projections, the budget reviews, and the emotional support Jenni provided us helped us realize our dream is feasible. We’ve appreciated how balanced Jenni's sessions are - presenting a clear view without sugar coating, allowing us to feel confident that we have the key information we need to make informed choices. We are moving forward into this new adventure with a clear view of risks, knowing that if things don't work out we can make adjustments. We highly recommend Modern Family Finance to others in our LGBT community, especially those wanting to pursue a non-conventional path like early retirement or moving abroad.

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Reply from Modern Family Finance 2023.03.22

Thanks so much for your thoughtful review. Working with people within my community to help them use their money as a way to design their best life is really why I got into this work. I really enjoyed getting to know you as a couple and witnessing how you two worked as a team to make these next steps happen. I can't wait to hear about your future travels.