Associate Advisor, Janet Key
Q: What do you enjoy most about being an advisor?
A: While I have been part of Plan-It team for a short time I have known Jeff for many years and appreciate his integrity and truthful character. I can honestly say I am excited to be a part of a team that is supportive, available and positive. The energy in this space feels fertile for growth and new opportunities for inspired creativity!
Q: What’s the biggest challenge?
A: I care deeply and I hold space for my clients to express their concerns, goals and fears and desires. I am devoted to my clients; I want what is best for them and their loved ones. I am open to having courageous conversations to helping them bridge any gaps in their current plans and help them take the steps towards building a better financial plan.
Q: What do you love most about being part of Plan-It?
A: I enjoy spending time with my daughters, my husband and animals. I love to challenge and work on my health by working out, attending yoga, or going for a run with my little cocker spaniel Leo. I also enjoy cultivating relationships with my girlfriends! It really is good for the soul!
Q: What qualities of yours makes you best suited to do what you do?
A: I’m a good listener…this is your future we’re dreaming about here. I am passionate about educating people, if you have the right information, you can make the right decision. My attention to detail (that drives everyone crazy) doesn’t hurt either!
Q: How should people think about their finances?
A: There is a lot of conversation about money being energy and how we have the power to attract more money into our lives. I feel if we have a tight grip around our thoughts and beliefs about money, we should have a look at it and ask if it is serving us. I feel it’s beneficial to pay attention to your accounts and know what you have, where you are and where you want to go. Have a plan! Be conscious about how you spend and save. When you give your money whether its to pay a bill or purchase an item, do it with a positive emotion. Choose to give it away with good intentions. A lot of people have shame and guilt around money and don’t want to talk about it. Wherever you are is okay and it’s okay to talk about it. If you don’t like where you are at in your money situation change it, make a new plan and learn some new tools and change your beliefs about money. If you don’t know ask for help. There are a lot of great advisors out there who want to help you!
Q: What would you be doing if you weren’t working with Plan-It?
A: I can honestly say I am doing the work I truly love to do! I am glad it is with Plan-It! I feel it’s going to be a very good partnership that will allow me to offer my full potential and skills towards serving this community. If I wasn’t working here, I would have to find some way to be an inspiration to women!
Q: What personal accomplishment are you most proud of?
A: My children! I am so proud of my girls! They are independent, intelligent and each have a solid foundation set towards their financial plans. The success they have each achieve has been part of their own decision making however they were also open to receiving advice from me along the way and are playing a huge part in changing the financial outlook of our family from generations past.
Q: If you could have one super power, what would it be and why?
A: Teleportation-because I could go anywhere I wanted in the world! Rome, back in time, Paris. However, I would like to take my girls with me to share the experiences of time travel and take in sights that they want to see.