“Your Financial Fire Extinguisher” – Jacky Petit-Homme, CFP®

We discuss Jacky’s journey in building a financial planning firm in Philadelphia, the value of working directly with an intimate group of clients, the imperativeness an emergency fund, and how a great financial planner is a financial coach.

Jacky’s core values are:

1. Authenticity – I am unapologetically me.

2. Resilience – I bounce back stronger every time.

3. Impact – I aim to leave every person and place better than I found it.

4. Positivity – I choose joy, even on hard days.

5. Connection – Relationships are the heartbeat of my life.

Disclosure: The information provided is for educational and informational purposes only and should not be construed as personalized financial advice, an offer to buy or sell securities, or a recommendation of any strategy. Investment and tax laws can change, and the concepts discussed may not apply to every individual situation. Liberty One Wealth Advisors and its affiliates do not guarantee the accuracy or completeness of any statements, qualitative or numerical, contained herein. Nothing in this communication is intended to constitute legal or tax advice. Readers should consult with a qualified attorney or tax professional regarding their specific circumstances before making any decisions. All investments involve risk, including the potential loss of principal, and no strategy ensures success or eliminates risk.

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