This month we are exploring "How to Gain Financial Confidence" with the help of one of our most trusted experts, Jane Helm, a certified Financial Coach.


Jane is a Certified Financial Coach who followed her passion to help people with their everyday financial decision making. After meeting with hundreds of clients in the financial services arena, she felt called to bridge the gap between the emotional and behavioral aspect of financial well-being and the knowledge of how money works. She specializes in helping her clients gain clarity around financial goal setting, communication and action steps that lead to increased confidence in their money lives.

One of Jane’s foundational tools is a deep dive in to each client’s money story. She learned from her own story that our earliest experiences and internal dialogues can be a source of negative behavior with money. 

She co-authored a workbook, My Money, My Wealth which is the foundation for the Financial Literacy Classes she teaches statewide. As a sought out public speaker, she has given workshops and motivational talks to many community organizations.

Jane is a lifelong resident of Maryland and has resided in Frederick for over 25 years. She serves on the Board of The Women’s Business Network and is a Partner Coach with Wholistic Women Retreats. She volunteers at The United Way Prosperity Center as a trainer for their Budget Coach program. She enjoys spending as much time as possible with her family, her husband Mike, daughters Emma and Megan and two grandchildren.




Last month, we talked about "Money Mindset" to set the foundation of reframing how we think about our money. 

This month, with the help of our expert, we are diving into how we gain confidence in our ability to tackle our biggest financial goals and that starts with knowing and understanding our "money story."

Our financial expert, Jane, believes that your "Money Story” is a gateway to understanding your foundational beliefs and emotions around the topic of money. 


Identifying your perception of the messages you received as a child, will help you transform your relationship and create a new chapter of your "Money Story." 


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