Jennifer Goldman, CFP®

Jen brings 30 years of experience transforming over 1,000+ service businesses to thrive for generations.

Her proven transformation methods include IDEOS™, Business Plan Prioritization Visualization, Design Thinking, and Collaboration.

Jen has been published in Inc Magazine, Tech Tools for Today's High-Margin Practice, Liberated CEO, and trade publications. She also taught workshops and has spoken at several national conferences.

Jen's humanitarian path includes Good Citizen and Humanitarian Awards, YMCA Development Advisory Committee Member, 5-Year Soup Pantry Volunteer, Town Finance Committee Member, Community Garden Volunteer, Administrator for North Andover MA Public School Improvements, and active giver to Feed America and Under the Bridge Homeless.

Her work love is to teach service businesses to thrive and embrace operational changes so they can help more consumers. Jen's personal love is her two teenagers, a very understanding husband, reading, gardening, brisk walks, and quick reads of the 365 Stoics.

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JGC's Team

Susan

Susan Poirier, our Executive (Virtual) Assistant from Ace Concierge, LLC leverages time and effective solutions, liberates Jen more details

by providing marketing strategy and support, calendar management and maintenance, and assists with prioritizing business operations, all the while, leading by example with a healthy work life integration.

Renee

Renee handles all aspects of accounting to monitor and improve the bottom line. Renee comes to us with over 20 years in more details

business and with experience as the Financial Controller for a marketing research firm. She holds a BFA from New York University, resides in NY and coordinates the Midnight Run charity for her church.

Bernard

Bernard is a CFP®, JD, business strategist, and structure expert on scalable business operations. more details

He consults on legal issues as well as providing business planning advice.

Barney was co-founder of the ARX Funds and was, at various times, the Chief Operating Officer, General Counsel, Chief Compliance Officer and Chief Financial Officer of the Investment Manager. Previously, Mr. Adams was Vice President of Tanager Financial Services Inc., a family-office financial advisory firm where he was Chief Operating Officer, head of a client service team, and responsible for more than 750 million dollars in investments and several executive households. Barney has taught law at Boston University School of Law and at the University of Virginia, School of Law, among other institutions. Mr. Adams received an LL.B. from Yale Law School and an A.B., cum laude and with honors, from Brown University. Barney is a member of the Bar in New York and Massachusetts, the Order of the Coif and a Certified Financial Planner.

Steve

Steve is founder of Neoweb, a digital agency based in New York that helps businesses develop and implement digital marketing strategies that address every... more details

facet of business. Steve and his team provide us with website hosting & CMS recommendations, implementation, design, coding and ongoing updates that are excellent, timely, and extremely accurate.

Sparky

Sparky, the JGC team work life balance enforcer. He can be found overseeing life in the office, making sure we take appropriate breaks, have brief naps (not cat), more details

enjoy healthy snacks and practice downward dog. Look for special Sparky appearances on Zoom and in other company collateral.