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.
Financial Expertise, And Much More
Everyone has issues with money. You might be feeling a lack of control (and maybe embarrassment or shame) over your finances. You have a confusing alphabet soup of stock compensation: RSUs, NSO, ISO, ESPP. You may have a scattered collection of old 401(k) accounts.
As a CFP® professional, my job is to provide a safe space for your questions and fears. I believe in a collaborative and non-judgmental approach to exploring your values, goals, and money story. This helps me craft strategies that are customized to YOU.
How I can help.
I love being a financial planner. Although I’m not a trained therapist, my work is often therapeutic in nature. I really enjoy building deep, lifelong relationships with my clients. I’ve designed my practice to provide high-quality and proactive service to a limited number of clients.
Technical expertise should be a given. What’s harder to find is someone who will make you feel welcomed. My promises to you:
- I speak honestly and directly, using plain English rather than opaque jargon
- For couples, I communicate with BOTH spouses (not just the higher earner)
- I will be a thoughtful and kind person who treats you respectfully
Outside of work, I enjoy comedy and all things Star Wars. I’m also a doting aunt, and I have a beloved cat, Zoe.
READY TO TALK?
SCHEDULE A FREE CONSULTATION TO SEE IF WE’RE A GOOD FIT FOR EACH OTHER.
The latest articles.
My homeowner clients often have a wish list of home improvement projects. Embarking on a major renovation for the first time can feel daunting. I collected my clients’ FAQs and interviewed Alice Chiu, founder of Miss Alice Designs in San Francisco, for her expert opinion. What’s the difference between an interior designer, interior decorator, architect, […]
All adults, including young adults, singles, and the child-free, should have an estate plan. Estate planning is about ensuring your wishes are honored upon your death or incapacitation. Although your knee-jerk reaction may be, “I don’t need to worry about this because I don’t have a spouse or children”, you may have other loved ones […]
Escaping the Bay Area or California altogether has been a hot topic in the news. In 2020, many people left the expensive Bay Area, which led to massive drops in SF rents. I was interviewed on KQED Forum in September 2020 on this topic (I come in at the 37:18 mark). But a July 2021 […]
The Snowflake IPO is the largest software IPO ever. After pricing its IPO at $120, the stock price has surged. You may have sold 25% of your shares during the December window. Another important date approaches: on March 5, 2021, you will be able to sell all of your SNOW shares. What You Can Sell on […]
RSUs (Restricted Stock Units) are company stock that will be paid according to a vesting schedule. The taxation of RSUs isn’t straightforward. And what’s even more difficult is deciding what to do with the resulting stocks. Learn about the top two comments I hear regarding RSU shares, and how I reframe the conversation with clients.