Coast to Coast Financial Planning

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Coast to Coast Financial Planning Helping clients financially plan and live in the retirement years whether they work, volunteer or play ... to feel relaxed along the way.

Love what you do, wherever your are, Coast to Coast. Insurance, investments and advise! ABOUT JANE BOURETTE: Jane is an accomplished, professional business woman with over 40 years in sales and marketing. With a positive, energetic & consultative attitude, Jane takes great pride in bringing solutions to client’s needs with her attention to detail and reputation for thorough follow up. Jane is especially focused on the growing needs of baby boomers through ongoing workshops she co-hosts on Estate Planning and Long Term Care protection. She is a member of the Chatham and Nantucket Chamber of Commerces, volunteers as past President of CCWA (Cape Cod Women’s Association) and also serves as a mentor/volunteer/supporter with WE CAN Corporation as well asother area non-profits.

* Advisory services offered through JWKodak Capital Management, LLC, a state-registered investment advisor. Coast to Coast Financial Planning, LLC, and JWKodak are separate and non-affiliated companies; however, Jane Bourette is an Investment Advisor Representative with JWKodak Capital Management, LLC.

Hope to see some island friends there!
10/16/2026

Hope to see some island friends there!

Returning this year to the Nantucket Senior Expo, sharing creative ideas to meet retirement income and long-term care needs! They look forward to talking with many expo attendees!!
Jane Uhlig Bourette at Coast to Coast Financial Planning
Bob Tranchell / Mutual of Omaha Reverse Mortgage

Excited for Saturday, lots of old friends to connect with and trusted referral resources. Hey Steve Carrier loving the F...
10/12/2026

Excited for Saturday, lots of old friends to connect with and trusted referral resources. Hey Steve Carrier loving the Freestyle living community on the Cape!

☀️ Good neighbors. Good conversations. Good information to have.

The Nantucket Senior Expo is one of those days that reminds us what makes island life special — people connecting, sharing what they know, and helping one another navigate the road ahead.

Whether you’re 60+, caring for someone you love, helping a neighbor, or simply curious about what resources are available on Nantucket, there’s a place for you at the Expo.

📅 Saturday, October 17
📍 Nantucket High School

🎤 9:30–10:30 a.m. Special Education Panel
🤝 10:30 a.m.–1 p.m. Senior Expo

Come for the resources. Come for the conversation. Come because you’ll probably run into someone you know!

👀 And speaking of familiar faces — recognize anyone from last year’s Expo? Give them a tag!

Everyone is welcome. We hope you’ll join us.

Nantucket friends, highly recommend attending this. I’ve recently been working with Rebecca on my brothers situation and...
10/10/2026

Nantucket friends, highly recommend attending this. I’ve recently been working with Rebecca on my brothers situation and she’s very knowledgeable on the latest Estate/elder care law.

Our 3rd speaker spotlight: Rebecca Spinner, Esq., Senior Associate Attorney, Surprenant, Beneski & Nunes, P.C.�Spinner will discuss essential estate-planning documents, long-term care planning, and legal strategies designed to help seniors and families protect their assets and prepare for future needs.
Join us October 17 at the Nantucket High School! Panel speakers 9:30-10:30 am, vendor expo ends at 1 pm. Refreshments and prizes will be so much fun!

Don't miss our latest e-newsletter!https://conta.cc/4h97bm8
09/18/2026

Don't miss our latest e-newsletter!
https://conta.cc/4h97bm8

Email from Coast to Coast Financial Planning In This Issue: Life Insurance Awareness Month Beth Prinsker, My Mother’s Money Caroline Nixon International Trusted Resource: Cape Cod Wellbeing Bytes: Sq

Cape Cod women, join me at this event!
09/07/2026

Cape Cod women, join me at this event!

✨Are you ready for the Unfiltered & Unstoppable Women's Symposium! 🗓️✨ Mark your calendars for Tuesday, October 6th ( 1 Month Away) at Margaritaville Resort Cape Cod—this is the day dedicated to stripping away the "shoulds" and "supposed-tos" of leadership so you can claim your brilliance and own your story.

If you haven't grabbed your ticket yet, here are 5 reasons you won't want to miss out:

1. 🎤 Powerhouse Keynote Speakers
We are bringing national powerhouses Gina Hatzis -Too Much Woman and Alison Maloni to the stage! Blending raw emotional storytelling with expert media savvy, they will deliver heart-centered talks designed to spark authentic leadership, radical visibility, and unapologetic self-expression.

2. 🌟 Celebrating Local Icons
True impact has no expiration date! During our special midday celebration, we’re pulling back the curtain on six inspiring local Cape Cod icons—women who, after turning 60, continue to step into their power, lead in our community, and pave the way for a lasting legacy.

3. 🤝 High-Impact Community & Connection
No stuffy networking here. You’ll be surrounded by an energetic room of local entrepreneurs, professionals, and changemakers. It’s a space to build genuine relationships with women who are ready to lift each other up.

4. 🛍️ The Local Business Showcase
Explore our dedicated vendor showcase featuring businesses committed to supporting your personal and professional well-being. Discover local products, meet inspiring partners, and support the Cape Cod business community.

5. 🥗 A Full Day Dedicated to You
Sometimes you need to step away from the daily grind to re-align with your goals. Your ticket includes a full buffet lunch, seasonal refreshments, door prizes, lots of laughter, and a day designed to leave you feeling completely recharged.
AllEvents+ 1

🎟️ Spots fill up fast—don't wait until October!

https://app.glueup.com/event/unfiltered-unstoppable-womens-symposium-177362/?pk_campaign=widget-event-list

Proud to be a volunteer who delivers these meals
08/11/2026

Proud to be a volunteer who delivers these meals

This is an informative and educational episode, I love working with both Retirment Analyzer and Bob to help clients
08/01/2026

This is an informative and educational episode, I love working with both Retirment Analyzer and Bob to help clients

For most of your clients, 40 to 80% of their total net worth is sit...

In case you missed our SUMMER newsletter...
07/24/2026

In case you missed our SUMMER newsletter...

Email from Coast to Coast Financial Planning In This Issue: Ed Slott Update: Videos: Learn How to Avoid Tax Mistakes Medicare GUIDE program Summer Fundraising Trusted Resource: Cape Cod Wellbeing Byt

Here it is! This year I sponsored a shark for the Chatham Chamber of Commerce & Merchants Association   , available to b...
07/03/2026

Here it is! This year I sponsored a shark for the Chatham Chamber of Commerce & Merchants Association , available to bid on #140 at the link in the comments . The sharks and whales are up until August 14th, a must see!
Thanks once again to the very talented Cate Raphael

Do you know someone caring for a loved one at home with dementia? Check this new Medicare program out! https://conta.cc/...
07/02/2026

Do you know someone caring for a loved one at home with dementia? Check this new Medicare program out! https://conta.cc/4eHk1YV

Email from Coast to Coast Financial Planning In This Issue: Ed Slott Update: Videos: Learn How to Avoid Tax Mistakes Medicare GUIDE program Summer Fundraising Trusted Resource: Cape Cod Wellbeing Byt

Address

500 E 4th St
Austin, TX
78701

Opening Hours

Monday 9:30am - 4pm
Tuesday 9:30am - 4pm
Wednesday 9:30am - 4pm
Thursday 9:30am - 4pm

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