Money is a tool, not the destination. Wealth is the life you create along the way.
Jen is a financial fluency advocate and holistic wealth coach - and as a first-generation wealth builder, redefining what wealth means and opening new pathways for who gets to build it.
With Clients from
and I can help you make sense of it all.
Money can feel complicated, but it doesn’t have to be overwhelming. Whether you're looking to build a comprehensive plan, get clear on where your money is going and how it’s doing, or simply need a trusted guide to break it down without the jargon or judgment, I’m here to help.
Workshops & Speaking
Relatable, approachable, and actionable workshops that break money down simply - turning insights into real steps you can use, across panels, podcasts, and beyond.
Custom 1-on-1 coaching and signature programs designed to help you solve financial challenges, build confidence and create a sustainable plan that gets you to your goals.
True wealth goes beyond just money. It’s about time, energy, relationships, health, and peace of mind. True wealth is about living a well-rounded life that feels balanced, abundant, and fulfilled–not just filling a bank account.
Sustainability over short-term fixes.
Wealth should serve your life, not the other way around. It’s about aligning your resources with your values, not about endlessly chasing a larger net worth number. Real wealth is about building a life that feels whole, not just bigger numbers.
Empowerment through education.
The more you understand your money, the more control you have over your future. Feel confident and informed, equipped to make choices that align with your values, not just following a set plan blindly. Education is the tool to empower you to take charge of your future.
Live life on your terms.
Wealth is about more than accumulating things; it’s about creating a life that is balanced, fulfilling, and true to who you are. Money is a tool that supports the life you want to live—it shouldn’t dictate it. True wealth allows you to live life fully on your own terms.
“I cannot understate how Jen’s coaching changed my entire life, not just my financial life. She really listens to what you care about and helps you make your own decisions and drive your own personal ownership of your financial present and future. Jen’s coaching remains one of the best things I’ve ever spent money on.”
Emma J.
Technical Operations Manager
placeholder
“I was afraid of working with a financial coach, but Jen made it feel easy and empowering. I left our program with a plan I could stick to — and no more shame around my finances.”
Sophia L.
Food Stylist
placeholder
“Jen is part planner, part financial empath. She reads beyond the spreadsheets and helps you reimagine what wealth and work can look like—with clarity, empathy, and just the right amount of challenge.”
Dewi B.
Brand Marketing Director
found peace
“Working with Jen has changed the trajectory of my life. In a world that hides information about money from so many of us, Jen is doing the groundbreaking work of empowering her clients with knowledge and empathy. Through her compassion and wisdom, Jen unlocked a new world for me—one where I can use my assets to control my life, rather than allowing my circumstances to control me.”
Gia C.
Inclusion & Empowerment Consultant
super satisfied
“Jen gave me the tools to move from feeling overwhelmed by a new mortgage to feeling in control of my financial future. We created a plan that reflects my values, supports my daughter’s future, and makes room for what matters most.”
Rachel P.
Head of Sales
healed traumas
“Working with Jen more than paid for itself. Over her four-month coaching program, I had a 41% increase in net worth. I now feel empowered about money and prepared for the future.”
Paige M.
Senior Communications Manager
healed traumas
“I highly recommend Jen Lu for her approach and ease with tackling big financial hurdles with empathy and joy. Jen helped me transform chaotic spending into a system I can trust. I now see my earning potential and value clearly, and have a structure that supports my unique business path”
.svg)
