“Empowered planning starts with the right guide.” On this episode of Growing Your Business with Buddy Broyles, Jen Grant of Perryman Financial Advisory, Inc. shares how her shift from CFO to Certified Financial Planner helped her find her calling: educating and empowering clients — especially women in transition — to take ownership of their financial futures.
Jen’s approach centers on empowerment through education. Rather than simply handing clients advice to follow, she focuses on explaining options and the pros and cons behind them, so clients understand the reasoning and can make informed decisions about their own financial journey. Her human-first, empathetic style is particularly suited to women navigating major life changes and business owners planning an exit — anyone who wants a financial advisor who listens first and explains clearly.
Key Takeaways
- Jen’s path from CFO to Certified Financial Planner shaped her education-first approach to client relationships.
- She emphasizes empowering clients to understand their options rather than simply following advice.
- Her practice is especially suited to women in transition and business owners planning an exit.
Learn more at billperryman.com.
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