Today we’d like to introduce you to Ramona Jones.
Hi Ramona, can you start by introducing yourself? We’d love to learn more about how you got to where you are today?
I’m Ramona, the Founder and the Financial Planner of Jeunibe (June -ah-Bee) Financial Advisory, LLC. As a U.S. Navy Veteran who retired after 21 years of dedicated service, I’ve gained extensive financial knowledge and experiences through business relationships with the three credit bureaus, management of million-dollar budgets, facilitating various financial consortiums, and developing financial management processes for several agencies.
I’ve always had a passion for helping others, especially in their efforts to build financial confidence, establish financial security, and achieve financial success; a success that’s unique to each person’s vision. Throughout the years, I’ve worked with individuals from all walks of life and understand the unique challenges faced by underrepresented communities and the lack of appropriate resources. As a financial planner and educator, I’ve seen the power of financial literacy and the impact it can have on lives, especially in my life.
I have several degrees/certifications: Master’s in Healthcare Management, Bachelor’s in Business Administration, Certificate in Financial Planning, and the Project Management Professional (PMP) certification. I’m a “How Money Works” Educator through the “Wealthwave” educational platform; a licensed insurance agent for the states of VA, FL, MD, SC, and GA; I’m a member of the National Financial Educators Council (Virginia Chapter); and a Notary Official for the state of Virginia.
We all face challenges, but looking back would you describe it as a relatively smooth road?
No, it hasn’t. The main struggle was identifying and understanding why my finances wasn’t where it should’ve been. The living from “check to check” phase was real and seemed never-ending to me. It was like re-living “Groundhog Day” over and over for years….I never imagined getting out of this cycle because I thought it was impossible. I was operating in a scarcity mindset and I needed help! I began to pray over my thoughts, situation, and future and my prayers began to manifest. I was introduced to the world of insurance (e.g., Life and Health) and Annuities and worked to become a licensed professional and educator. In the process, I learned about financial literacy and how a vast majority of the world was quite the opposite; Financially illiterate. Unfortunately, I was among that majority! Change had to be made. Changes to my mindset, financial behaviors, and seeking advice. These changes laid the foundation for me becoming a Financial Planner. Aside from educating people about the various insurances and the impact it will have, people needed to know the how and why of money and how to make it work for their families. This needed to be a holistic approach!
Alright, so let’s switch gears a bit and talk business. What should we know?
Jeunibe Financial Advisory, LLC is a micro-business committed to improving financial literacy and legacy for individuals and their families. We provide financial services, education, coaching, consulting, etc. to members of the community who are at a financial disadvantage and/or lack access to resources when it comes to planning for life’s goals. We help these members navigate various barriers and offer opportunities of financial empowerment through biblical principles.
We specialize in holistic planning strategies, educational seminars, coaching, and consulting sessions for both the individual and small business owners. We incorporate general knowledge, client experiences, and mindset shifting techniques to strengthen and build stronger communities.
What sets us apart from others is our faith-based and mindset mapping approach to helping improve one’s finances. Biblical scripture is the foundation for all our interactions. We learn about and meditate on biblical principles that directly correlates to the clients’ financial goals. In addition, we explore their own personal beliefs, narratives, and mindset when it comes to finances and work together to foster positive changes and a new way of thinking; financially speaking.
I’m most proud of the “Money&Manicures”, educational platform that we offer throughout the year. The primary goal of the “Money & Manicures” seminar is to educate families about money, how it works, and how to properly and purposefully make it work for them. The objective is to encourage a positive shift within our financial mindset, discuss ways to achieve financial goals, identify areas where a financial check-up is needed, develop ways to change our financial behaviors into a healthier one, and continue improving our financial knowledge through education.
At Jeunibe Financial Advisory, LLC, our clients are our most valued asset. Through our continuous rapport and interaction with clients, a reputation of care, empathy, and expertise will be established, maintained, and become the company’s norm. We will provide detailed, confidential 1:1 interaction with our clients to discuss their goals, objectives, and the ways we may assist. As we offer a variety of services, each client will have their own unique experience, thus there’s no “one size fits all” service. We will provide various spiritual principles, financial ideologies, and publications to validate our discussions, assumptions, and strategies. Our goal is to become the sought-after, faith-based, multi-service financial professional for Virginia and surrounding states.
We offer unique, diverse planning options, consulting and coaching sessions, accountability partnerships, financial wellness programs for small businesses, financial workshops for the consumers, notary services, etc.
What quality or characteristic do you feel is most important to your success?
My overall calming character. I have a keen ear to hear and listen to what a person says with their mouths yet hear what their hearts may say as well. I reiterate that Jeunibe Financial is a safe space and I know that financial conversations can be difficult; however, this space offers financial refuge and solutions to change our financial behaviors without any judgment. All this is upheld through Jeunibe’s Core Values of Honor, Commitment, Compassion, Integrity, and Respect.
Pricing:
- Personal Consultations are free (up to 45 min.)
- Business Discovery Calls are free (20 min.)
- All other services will vary in pricing
Contact Info:
- Website: https://jeunibefinancial.com/about
- Instagram: @JeunibeFinancial
- Facebook: @JeunibeFinancial
- LinkedIn: https://www.linkedin.com/in/ramonajjones
