Jill Wagner
Jill Wagner
Financial Trainer
she/her
Portland, OR
Jill is a passionate and experienced financial trainer with a varied background in finance, real estate, education, counseling and life coaching. With a deep understanding of the complexities that come with managing money, Jill specializes in helping clients get their financial lives in order. She understands that money is a significant source of stress for many people, which is why she takes a personalized and empathic approach to financial training. Her goal is to help her clients feel confident and in control of their finances, so they can focus on achieving their life goals and aspirations. Jill has dedicated her life and career to helping others be their best selves. She enjoys being a cheerleader for her client and, as a former math teacher, she loves numbers but recognizes that not everyone has the same affinity for numbers as she does...
Jill has a non-judgmental approach to training and understands that everyone’s financial journey is different. Her extensive experience working with diverse populations from various countries and locations (she has lived on three continents!) has given her a deep appreciation for people and cultures.
What is the best financial advice you were ever given?
Live beneath your means but make sure you live!
What are you working for?
To accompany others on their journeys - supporting, guiding, & encouraging them along the way. I want to help people realize their goals and dreams and to believe in themselves!
What’s your best and worst financial decision?
Best: Purchasing investment property
Worst: Leasing a home I owned to someone (a friend) who agreed to pay the mortgage directly rather than pay rent to me so that I could pay the mortgage. He never paid a dime, I didn’t realize it - my bad - and I was threatened with foreclosure 6 months later.
What’s your favorite financial tip?
Live below your means and save/invest the difference.
I’m Expert in:
The work that goes into purchasing a home or investment property
Getting on top of debt
Finding ways to make adjustments in financial habits including adjustments in perspective
The emotional journey that accompanies the financial journey
Helping people feel in control
