Jennifer Lazarus

CFP®

Lazarus Financial Planning, LLC

Financial Planner

Jennifer Lazarus

CFP®

Lazarus Financial Planning, LLC

Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jennifer Lazarus, CFP®

(919) 321-0606

Fee-only financial advisor for socially responsible investors in Durham, NC and nationwide

Jennifer Lazarus is a Durham, NC fee-only financial planner. Lazarus Financial Planning, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jennifer Lazarus is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
What I most value about financial planning is getting to know my clients much deeper than the numbers -- hearing what really matters to them and helping them bring that into being. 

While many people hire me initially because of the investments, I often hear that the true value lies in all the work we do above and beyond the portfolio. In other words, financial planning is so much more than just managing the money. I help people get organized and take care of all the details of their financial lives: everything from being intentional with where their money is going to reviewing their insurance coverage and helping them get what they need; from discussing how much to put down on their new home to making sure their legal documents reflect their intentions. 

As a “financial planner for the socially responsible investor,” I work exclusively with people who share my conviction that we can solve social and environmental problems by how we spend, donate, volunteer, and invest our capital. Here again, our conversations are deeper than just what’s in the portfolio because there are so many ways to be socially responsible with our money that goes well beyond what’s in the brokerage account.

Because the way I work engages people at the level of their values, aspirations, and yes, even their stumbling blocks, I am regularly helping people improve their relationship with money, and their relationships with each other around money.

While the technical side is intellectually engaging and feeds my love of learning, it’s the human connection, the relationship that strengthens over time, and the chance to really impact someone’s life that energizes me. At the end of the day, the greatest compliment is to hear: you remind me of who I am and we move forward with that.

 

Jennifer Lazarus is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Lazarus Financial Planning purposefully combines several characteristics, and in doing so, fills a unique niche.

Comprehensive financial planning

  • Comprehensive financial planning -- going beyond just investments
  • Socially responsible mutual funds & community investments
  • Cash flow planning that is more than budgeting

Personal style

  • Creates a comfortable, non-judgmental atmosphere
  • Draws out the financially naive, reluctant, disinterested or resistant
  • Offers win-win alternatives for couples with money differences
  • Listens..and gives advice based on what matters most to you

Ethics

  • Fiduciary -- as a fiduciary, I’ve committed to put your interests ahead of my own
  • Code of ethics: NAPFA and CFP Board
  • Personally invested right alongside my clients -- in other words, I “eat my own cooking”

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • NAPFA-Registered Financial Advisor

Compensation

  • Fee only -- different from “fee-based,” fee only means I am only compensated by you
  • Flat, predictable fees based on net assets

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • Socially responsible investments
  • Cash flow planning

Ideal Clients

  • Progressive investors in their 20s to 50s
  • Growing Families
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jennifer Lazarus is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jennifer Lazarus is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Jennifer Lazarus

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Office Locations:

  • 5614 Welkin Court
    Durham, NC 27713

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