Financial Advisor for Superstar Women in Tech.
You have stock options and RSUs.
You want to know whether you’re on track to attain your goals. My mission is to guide you to financial freedom.
I help women in tech meet their goals.
You’ve worked hard and ascended to a mid-level or senior position at a public (or soon-to-IPO) Bay Area company. You’ve got a bunch of 401(k)s from old jobs, and an alphabet soup of stock compensation: RSUs, NSO, ISO, ESPP.
As a CFP® professional, I believe in an open, collaborative, and non-judgmental approach to exploring your values and goals, and crafting strategies that are customized to YOU.
How I can help.
Helping my clients achieve their goals and dreams is one of my most important values. Financial planning is my calling, and I believe in its power to transform lives.
There is an avalanche of personal finance information out there. I want to help clients filter out the noise and answer, “How does this apply to me?” and “Will I have enough?” Helping Gen X and Millennial women in tech build their wealth is deeply gratifying.
Outside of work, I’m a doting aunt, weightlifting and meditation devotee, cat lady, and Star Wars geek.
READY TO TALK?
SCHEDULE A FREE CONSULTATION TO SEE IF WE’RE A GOOD FIT FOR EACH OTHER.
The latest articles.
If you previously exercised your Snowflake Incentive Stock Options (ISOs), you may be sitting on a stockpile of shares with a huge embedded gain. As COVID continues its rampage across the US, you might be thinking about your charitable giving. On this GivingTuesday, learn how donating your Snowflake stock is a win-win: your favorite charitable […]
Transitions, even positive ones like a financial windfall from an IPO, can be overwhelming. You may be uncertain about what to do with your upcoming windfall from the Snowflake IPO. Important dates are approaching: you can sell 25% in December, and the rest in March 2021. In December, I’ll be writing about preparing for the […]
The Snowflake IPO is the largest software IPO ever. And SNOW has surged after its debut on September 16, 2020. Six weeks after the September 16, 2020 IPO, the $251 stock price is still significantly above the $120 IPO price. If you work for Snowflake, congratulations! This windfall is exciting and potentially overwhelming. You’re currently […]
In part one of the Open Enrollment series, I discussed the three most valuable benefits offered by most companies: health insurance, Flex Spending Accounts (FSA), and Health Savings Accounts (HSA). In this article, I will discuss the other common benefits offered by employers: Dental insurance Vision insurance Life insurance Disability insurance Accidental death & dismemberment insurance […]
It’s that time of year again: open enrollment! The acronyms and jargon are overwhelming: PPO, EPO, HMO, FSA, HSA, deductible, co-pay, co-insurance…You could give up and choose the same benefits for next year. But there are certain benefits that don’t renew automatically. If your personal circumstances have changed, it may make sense to update to […]