Welcome! I’m Vida Jatulis, a CERTIFIED FINANCIAL PLANNER®
with over 15 years of experience helping retirees and individuals prepare for and transition into retirement. My goal is simple: to offer conflict-free, honest advice so that you’re not just prepared for tomorrow, but that you can live the life you’ve always envisioned today.
As a CFP®, I’ve undergone extensive training and testing in financial planning, tax strategies, investment management, and retirement income planning. In addition to my CFP® designation, I hold a master’s degree in Investments and have received specialized training in areas such as college planning, philanthropy, and business exit strategies. I am a lifelong learner who’s always looking for new ways to support my clients.
To me, financial planning isn’t just about spreadsheets and retirement accounts—it’s about you: your values, your goals, and your dreams. Whether you’re preparing for retirement, managing investments, or navigating complex tax strategies, I’ll work closely with you to create a plan that fits your life and priorities.
I’ve seen how stressful financial uncertainty can be, especially during the retirement transition, and my mission is to replace that stress with clarity and confidence. My process is transparent, collaborative, and tailored to your needs. We’ll start with an in-depth look at your financial picture, and from there, I’ll provide clear recommendations and support you every step of the way.
In my free time, I enjoy being outdoors hiking, skiing, stand-up paddleboarding, and cycling. I also enjoy cooking meals for family and friends and dream of having a food truck side hustle one day!
Let’s connect and start building a retirement plan that works for you and your future.
