Fee-only financial planner for your exit from tech.
Work is a grind. A sabbatical or a major career shift beckons. But first, you want to know whether you can afford to make this change. My mission is to guide you to financial freedom.
Sure, money is important. But you’re busy, and personal finance is either boring, overwhelming, or too complicated to DIY.
I start by addressing your urgent questions. We then shift to your bigger picture, exploring your values, goals, and money story. As a CFP® professional, my goal is to be your lifelong advocate and help you make great decisions.
Tax Strategies
- Avoid overpaying
- Stock option exercise and RSUs
- Estimated taxes
Compensation
- Offer review and negotiation
- Pre-IPO and public company equity
- Open enrollment and benefits help
Big Picture
- Values: what’s your “why”
- Goals: imagine your ideal life
- Path to “Work Optional”
Real Estate
- Mortgage strategy
- Trading up or sizing down
- Pros & cons of investment properties
Investments
- Set aside a cash reserve
- Invest the rest
- Exposure to company stock
- Unified strategy across accounts
Risk Management
- Insurance: the right amount of protection
- Estate planning: leave a legacy
- Aging parents facing a shaky future
About Jane
I really enjoy building deep, lifelong relationships with my clients. I work with a limited number of clients so that I can provide high-quality and proactive service.
I offer deep technical expertise in equity compensation, which isn’t widely available. What’s even harder to find is someone who you can trust. My promises to you:
- I speak honestly and directly to help you make the best decision based on your values and goals.
- For couples, I communicate with both partners (not just the higher earner).
- I will be a conscientious person who treats you respectfully.
Outside of work, I enjoy salsa and bachata dance, weightlifting, and playing the piano.
