765-637-7920 | Client Access

Engineering
Your Financial Success

What We Do

Help you find confidence in your hopes and dreams.
We help answer your most important questions.

Invest

Invest with professionals.

  • How risky is my portfolio?
  • How do my returns compare?
  • How should I be invested?
  • I need a second opinion from a fiduciary.
  • How risky is my portfolio?
  • How do my returns compare?
  • How should I be invested?
  • I need a second opinion from a fiduciary.

Plan

Plan for confidence.
(Includes All Invest Services)

  • How much can I spend?
  • When can I retire?
  • Will we run out of money?
  • Am I saving enough?
  • Will I be able to….
  • How much can I spend?
  • When can I retire?
  • Will we run out of money?
  • Am I saving enough?
  • Will I be able to….

Plan and Tax

(Includes All Plan Services)

  • How can I be more proactive on my taxes next year?
  • What should I ask my CPA?
  • Am I missing any tax opportunities?
  • Can I be more tax efficient?
  • How can I be more proactive on my taxes next year?
  • What should I ask my CPA?
  • Am I missing any tax opportunities?
  • Can I be more tax efficient?

Family Office

Full Concierge Service
(Includes All Services)

  • How can I pass on my values to my kids?
  • Do I have the right protections for my situation?
  • What am I forgetting?
  • What can I do to plan my legacy?
  • How can I pass my values onto my kids?
  • Am I protected against liabilities?
  • What am I forgetting?
  • What is my legacy?

Who We Serve

Engineers, Scientists, and other Data Minded Individuals, and their Families


Engineers often get a bad rap as being the toughest clients. Why? Because we are smart, analytical, thorough, efficient (especially with money), and constantly challenging the status quo.

If that describes you at all - welcome! We get you!

We think you make the Best clients because we are cut from the same cloth.

The most successful Engineers also know the best results require the best processes, inputs and a solid plan. That is why all our relationships start with a thorough financial plan. Let our experience with building and preserving wealth be part of your process. We’re here to engineer your financial journey.

Our Process

We typically meet with new clients several times in the first few months. This helps us speed up the process of getting to know each other and allows us to build a financial plan that truly reflects who you are as an individual.

Introduction & Discovery

Plan & Implement

Monitor & Communicate

Invest

Assess Objectives:​

    • Initial High Level Financial Plan

Develop Personalized Strategy

    • Market Outlook
    • Investment Options Consult
    • Wealth Mentoring

Implement

    • Investment Policy Design
    • Tax Aware investment changes
    • Fiduciary Asset Management

Monitor

    • Dashboard and Digital Vault

    • Monitor Risk Level on Portfolio

    • Performance Reporting

    • Quarterly Review Meetings

Plan

Plan

    • Full discovery around dreams and goals
    • Review of all financial assets, products and holdings
    • Discovery and research on personal situation
    • Scenario Analysis and Recommendations

Implement

    • Align portfolio for successful outcome
    • Review and address outside assets and holdings
    • Recommendations on Insurance, Mortgage, etc.
    • Address Long Term Care solutions/needs

Monitor

    • Dashboard shows Live Risk level on all assets
    • Dashboard shows Live Success Meter on Plan
    • Quarterly Reviews

Plan and Tax

Tax Impact Strategies

Proactive Tax Strategies

Assist with CPA Meetings

Full Concierge Family Service

Tax

    • Tax Impact Projections-
    • Proactive Tax Strategies
    • Assist with CPA meetings

Estate

    • Visions and Values
    • Estate Plan Design Meeting
    • Estate Plan Schematic
    • Assist with Attorney Meeting

Family

    • Family Legacy Meeting
    • Family Office Hours
    • Video Legacy

Insurance

    • Insurance Review
    • Home Inventory
    • Long Term Care Plan

Monitor

    • Quarterly Review Meetings

Jessica hails from New Albany, IN, but Lafayette has been home since attending Purdue University.   She holds BSE in Engineering with a minor in Management from Krannert, as well as the CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning.

 

She came to Purdue with her private pilot’s license and worked as a rocket scientist at NASA before finding her passion in financial planning.   After spending over a decade at Morgan Stanley she started Turquoise Wealth Management in 2018.

 

Jessica loves helping clients with their complicated financial lives and plans.   As an engineer at heart, she finds most problem solving is better done with a spreadsheet of some sort. 

Hobbies include golfing, reading, traveling and spreadsheets of course!

Jeanna holds a Bachelors Degree in Financial Counseling and Planning from Purdue University, Series 7 and 63 securities registration and has 20+ years working as a Registered Client Service Associate in the financial services industry.  With her years in the industry, she brings a wealth of knowledge, experience and wonderful customer service.

 

Jeanna was born and raised in the Lafayette area.   Away from work, Jeanna volunteers for Meals on Wheels, enjoys being outdoors, traveling and spending time with her family.  She and her husband, Doug, have two children, Travis (Marian University ’22) and Sally (Indiana University ’23).