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Hey there, I’m Jessica Durbin. I am the wife of a Navy Corpsman Veteran and the mother of two beautiful girls. I am also a third generation tax preparer, bookkeeper and financial wellness coach. I have been in and around the financial world my entire life. Whether it was filing paperwork, answering phones, greeting clients, payroll, bookkeeping, you name it.
When I was 18, I started doing appointments for taxes but my confidence wasn’t there and I didn’t have that certain customer service vibe that you need when working face-to-face with tax clients. I made the decision that I didn’t want to do what my family does and I left for culinary school in San Francisco. I LOVE cooking but once it became a job that excitement went away. I was around 22 years old when I decided to move back home. Flash forward 5 years, I was working as a manager at Panera Bread when I realized I wanted to be my own boss and work smarter not harder.
I started doing taxes and bookkeeping again on the side of my managing job and trained under my Granny all while I was pregnant with my first daughter. Then, I had an epiphany, I might be really good at this. This type of work comes very naturally to me plus all of my years in the culinary industry gave me that customer service that I needed. I was 8 months pregnant when I quit my regular job to become self-employed and it was the scariest thing I had ever done. I was giving up this guaranteed paycheck every two weeks for a business that might not work out. I was also motivated and ready to create something amazing but I wanted to do more than just taxes and bookkeeping. I came to the conclusion that we weren’t taught this type of finance in school and budgets came so easily to me. My goal was, and still is, to bring financial awareness and wellness to people’s lives.
I launched my financial coaching service and it took off! It brings me so much joy helping people achieve their financial goals. I enable people to live their ideal lives by making the most of their assets and investing wisely for that future. I educate clients on the basics of personal finance and, as a team, create a spending plan that reflects the values and goals of the client. I empower my clients to take responsibility for their decisions, support their continual learning and growth, and serve as an accountability partner throughout the process.
I have so much passion for leading people to financial wellness. It’s as if I have found this equation that works and now I want to show everyone the magic of financial wellness. Finances shouldn’t be scary or intimidating. I show my clients that managing their money can be easy and stress free if you have the right recipe. I have big dreams and I am always learning and growing so that I can provide value to my clients and conquer my goals. Since starting my business, I live my life feeling financially secure and I love what I do. It is a pleasure to bring financial wellness to my clients all over the world.
Jessica Durbin started in finances basically when she was in the womb. She is now a financial wellness coach for people who need help creating a budget, diving into their emotions surrounding money or figuring out where their money goes each month. She also helps people create better habits and routines around their finances. She believes finances connect to EVERYTHING. Jessica is here to help you figure out how the puzzle pieces of your finances fit together. She started out thinking she couldn’t do it all. That she couldn’t possibly have a thriving business where she could help people and love what she does for a living. She’s definitely making that happen. She says she is always growing and learning and she has even bigger goals now. Her motto is balance, consistency, & discipline leads to Financial Wellness which is key to a great lifestyle.
I am Jessica Durbin, a third generation tax preparer, bookkeeper and financial wellness coach. I have been in and around the financial world my entire life. Whether it was filing paperwork, answering phones, greeting clients, payroll, bookkeeping, you name it. My Granny paid me $5 an hour to help her file when I was around ten years old. My Mom paid me, I want to say $6.75 per hour to do payrolls and answer phones for her business when I was around 15 years old. I was taught good work ethic and the power of a dollar since day one. It is a major asset now for my own business.
When I was 18, I started doing appointments for taxes for my mom’s business. My confidence wasn’t there and I didn’t have great customer service skills that you truly need when working face-to-face with tax clients. When preparing taxes you have to get to know the client on an extremely personal level. I made the decision that I didn’t want to do what my family does and I left for culinary school in San Francisco.
I worked at various restaurants and eventually moved to Fresno, CA where I was in a management position for two years doing budgets, inventory, menu creation, and schedules. At that two year mark, I received a job opportunity as a manager at Panera Bread. Flash forward 3 years, I was working as a manager at Panera Bread still doing inventories, scheduling and cost analysis when I realized I wanted to be my own boss and work smarter not harder. I LOVE cooking and those amazing work relationships but once it became a job that excitement went away.
I started doing taxes and bookkeeping on the side of my management position. I trained under my Granny all while I was pregnant with my first daughter. Then, I had an epiphany, I might be really good at this. This type of work comes very naturally to me plus all of my years in the culinary industry gave me those customer service skills that I needed. I was 8 months pregnant when I quit my hourly position to become self-employed and it was the scariest thing I had ever done.
I then took the 60 hour tax exam required each year to prepare taxes and I got registered with CTEC and IRS. I was so motivated and ready to create something amazing but I wanted to do more than just taxes and bookkeeping. I came to the conclusion that we weren’t taught this type of finance in school and budgets came so easily to me. My goal was, and still is, to bring financial awareness and wellness to people’s lives.
I recently launched my financial coaching service and it has taken off! It brings me so much joy helping people achieve their financial goals. I enable people to live their ideal lives by making the most of their assets and investing wisely for that future. I educate clients on the basics of personal finance and, as a team, create a spending plan that reflects the values and goals of the client. I empower my clients to take responsibility for their decisions, support their continual learning and growth, and serve as an accountability partner throughout the process.
I have so much passion for leading people to financial wellness. It’s as if I have found this equation that works and now I want to show everyone the magic of financial wellness. Finances shouldn’t be scary or intimidating. I show my clients that managing their money can be easy and stress free if you have the right recipe. I have big dreams and I am always learning and growing so that I can provide value to my clients and conquer my goals. Since starting my business, I live my life feeling financially secure and I love what I do. It is a pleasure to bring financial wellness to my clients all over the world.