Client Spotlight—Janice Nugent
Championing Financial Freedom Through Strategic Mortgage Planning
For over a decade, Janice Nugent has been a Certified Mortgage Planner Specialist, dedicated to helping clients achieve financial freedom, build wealth, and realize their dreams through intelligent mortgage, cash flow, and home equity strategies. Her expertise has made her a trusted resource for many professionals, including homeowners, first-time homebuyers, real estate investors, realtors, estate planning attorneys, divorce attorneys, CPAs, insurance agents, and financial advisors.
Janice is also a Certified Divorce Lending Professional, providing crucial support during her clients’ most challenging times. Her mission is to lead, guide, and protect her clients, establishing long-term relationships as a trusted advisor. Going above and beyond the traditional professional support, Janice has even, on occasion, opened her home to provide community and financial education for divorced women.
Janice conducts monthly homebuyer and investor workshops, inspiring those who dream of owning their first home or expanding their property portfolio. Serving the San Francisco Bay Area and beyond, Janice’s reputation precedes her. Most of her business comes from introductions by satisfied clients, friends, and family. Her clients regard her as their Mortgage Planner for life.
Janice’s Trusty Oak Story
Belle Walker, another Trusty Oak client, referred Janice to Trusty Oak. As Janice devoted more of her time to caring for her mom, she greatly needed support with administrative tasks. She embraced the idea that assistance doesn’t have to be permanent and felt ready to embark on this new journey with a virtual assistant.
About a year ago, Janice was matched with Nitin Khanna, a versatile VA with top skills in project management and social media management. Nitin started with administrative tasks such as email management, expense tracking, and general organization to lay a solid foundation for efficiency. Once those tasks were running smoothly, he added more support tasks. Today, Nitin handles administrative tasks, seamlessly manages Janice’s social media – LinkedIn, Facebook, and Google Business – and provides website updates as needed. His support has been instrumental in helping Janice meet critical business deadlines and regain control over her administrative workload while also creating a consistent online presence.
Under Janice’s guidance, her clients achieve financial stability and success, empowered by strategic mortgage planning. Trusty Oak’s specialized virtual assistant services enable Janice to focus on her mission of transforming lives through expert financial guidance, ensuring her clients receive the best possible advice and support.
“I have been so impressed with the support I have received from Trusty Oak. Right from the start, they educated me on how to utilize their services. Nitin and I have built trust; he has developed a solid understanding of my business needs. Both Corie and Bex continue to guide me through the planning process I need to keep delegating. I continue to learn, whether through conversations with Amber or in the educational courses she provides.
I highly recommend Trusty Oak. Each day, I get to do what I love, serving my family of clients as they continue to do what they love!” – Janice Nugent
💸 Explore Janice’s strategies for financial success and her upcoming workshops on her website.
Ready to start your own Trusty Oak story? Visit our website to learn how to get started.