Jillian Jones, MBA, CDFA
Jillian Jones, MBA, CDFA
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About
Profile: Jillian Jones is a Financial Planner, Certified Divorce Financial Analyst®, MBA, and the Founder of Supportive Divorce Solutions. She advocates for, educates, and empowers women to make confident, informed decisions about their financial future. Jillian has operated her practice entirely virtually for many years, giving clients the ability to meet from wherever they feel safe and comfortable. This flexibility, combined with her highly sought-after knowledge and expertise, allows her to serve clients across multiple states nationwide.
Beyond her work, Jillian is committed to volunteering with organizations that champion animal welfare and empower women. She has previously served as Vice President of Revenue Development for the Rochester Women’s Network and helped establish the Chautauqua County Humane Society’s Legacy Planning Division, where she continues to volunteer her expertise.
She is married and resides in a small town in Western N.Y. Away from home, you'll find her exploring new places, chasing a bit of wonder, and letting each trip add another story to her journey.
Education: Jillian earned her B.S. degree from SUNY Geneseo and her MBA from Saint John Fisher College. She also holds the designation of Certified Divorce Financial Analyst® (CDFA®) from the Institute for Divorce Financial Analyst. Jillian is licensed in multiple states for Life, Health, Disability and Long-Term Care insurance, and she also maintains securities licenses across various states.
Experience: Jillian founded Supportive Divorce Solutions after years of working as a comprehensive financial planner—a practice she continues to run for clients long after their divorce is finalized. Her expertise centers on retirement income planning, investments, and insurance. She has been featured as a guest on the nation’s #1 divorce podcast, Breaking Free: A Modern Divorce Podcast, sharing her knowledge with a national audience. Jillian also offers biannual workshops for support groups at no cost and has produced a series of educational videos on divorce topics, which she hopes to return to creating when she, like many of us, can find a little more time in the day.
Divorce Financial Services Include:
- Getting Started with Divorce – guidance on different divorce options, how to prepare, and referrals to trusted professionals.
- Financial Affidavit Preparation & Review – support in preparing your Financial Affidavit and reviewing your spouse’s affidavit to ensure accuracy and transparency.
- Settlement Scenario Planning – customized “what if” scenarios to evaluate property division, child support, and alimony, both now and post-divorce so that property division is done the best way possible.
- Investment Advice & Management – guidance on dividing investment and retirement accounts.
- Retirement Planning – analysis of pensions, 401(k)s, IRAs, and long-term income strategies.
- Tax & Insurance Assessments – identifying hidden tax consequences and reviewing insurance needs.
- Financial Coaching – helping clients build confidence in managing money and making informed decisions.
- Estate Planning Guidance – reviewing wills and updating beneficiary designations.
- Insurance Evaluations – assessing coverage for life, disability, health, and long-term care.
- Marital vs. Separate Property Analysis – tracing assets to determine what is subject to division and what remains separate.
- Tax Optimization of Settlements – structuring settlements to reduce unnecessary tax burdens.
- Creative Settlement Solutions – handcrafting financial proposals and “what if” scenarios to support negotiations or court proceedings.
Financial Planner Services include:
- Comprehensive Financial Planning & Advisement – holistic planning tailored to each client’s goals.
- Retirement Income Strategies – planning for income, withdrawal sequencing, and Social Security filing strategies.
- Investment & Wealth Management – brokerage services, mutual funds, variable and fixed annuities, and asset allocation analysis.
- Insurance Planning – needs analysis and solutions for life, disability, long-term care, and health insurance.
- Cash Flow & Estate Planning – evaluation of cash flow, estate planning strategies, and legacy considerations.