Savvy Client Intake

Savvy is your boutique financial haven for secure growth, offering exclusive tools and transformative strategies for financial wellbeing. 

We possess a deep understanding of the unique needs and desires of women and moms, and we curate a tailored growth strategy that makes your money work for you.

Secure your estate, get college paid for, design your work optional life. Thank you for your interest in working with Jennifer Edwards, PhD, MBA and Savvy Financial Wellness™. 

Please respond to the following intake questions to access our appointment scheduler. We look forward to helping you reach your goals. 
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Name *
E-Mail Address *
Phone Number *
What state are you in? *
What is your top reason to meet with us or top question you want answered by our team? *
How far along are you in reaching your goals?
Clear selection
How committed are you to accomplishing your goal or addressing the main reason you’d like to work with us? *
Do you believe you can achieve your goals with the help of an experienced and licensed professional?
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Do you have any old retirement accounts/401k’s/403b’s that you need to rollover into safe savings so they will grow with active and guided account management? *
In what ways have you started working toward financial stability and freedom? *
How much are you willing to commit to your savings and estate building goals on a monthly basis? *
By choosing “yes”, you acknowledge there is a $25 meeting cancellation fee you must pay before scheduling the next appointment if you are a no-show and do not give 24 hours notice of cancelation. *
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