Meet Jessica

Hi! I’m Jessica, and I’m your financial jedi (without the midichlorians).

One thing we know about money is that it is stressful. Lucky for you, I’ve been training for this for a long time. Like Yoda lifting Luke’s X-Wing out of the swamps of Dagobah, I’m hear to raise you up and help you make the most of your journey.

Jessica Goedtel, CFP®

Whether you are a tech worker who’s just received RSUs for the first time, or you’re a sex worker who finally went viral after months of hard work, you’ve found the right place. I do this work because I believe everyone deserves quality financial planning.

I started in the financial planning industry in 2013 and learned my craft working at both large and small firms. I earned my CERTIFIED FINANCIAL PLANNER™ designation in 2018, and my Enrolled Agent credential in 2022. I have a wealth of experience helping clients in all stages of their lives, from right out of college to well into retirement. I’m a member of the XY Planning Network, the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association.

I run, mostly slowly and for long distances (3 marathons so far and dozens of half marathons). I received my Bachelor’s Degree in Classics & Ancient Mediterranean Studies from Penn State University. I could easily spend all day discussing Star Wars, Marvel, and Tolkien mythology but sadly I can’t get paid for that – yet. I also enjoy reading, baking, collecting fossils, and trying to keep my various plants alive.

Jess in the Press