GAIN PEACE OF MIND.
You’re a superstar gen x woman.
You want to know whether you’re on track to attain your goals. My mission is to earn your trust, and put you on the path to financial freedom.
Beyond the numbers.
I work with women whom I call “Humble Female Superstars”. You’ve worked hard and ascended to a mid-level or senior position at a public (or soon-to-be public) Bay Area company. You’ve dutifully contributed to your 401(k) over the years. And you have a basic understanding of your equity comp, whether ESPP, RSUs, or stock options.
You’ve been meaning to contact a financial planner, but something held you back: a demanding job, or even negative emotions like dread or embarrassment. Whatever it is, you’re now ready to find a trusted financial planner to help you to meet your goals. As a CERTIFIED FINANCIAL PLANNER®, I believe in an open, collaborative, and non-judgmental approach to: (1) discovering your goals and dreams, and (2) creating a financial plan 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?” I choose to charge a flat fee rather than a percentage of a minimum portfolio size, which is often over $2 million in the Bay Area. Helping Gen X women 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 WHERE WE CAN DISCUSS HOW TO GET YOU FROM HERE TO THERE.
The latest articles.
As a small business owner, I feel for the personal service providers whose businesses were suddenly forced to close during the shelter-in-place orders. These small business owners include your hairstylist/barber, personal trainer, manicurist, nanny, and/or pet sitter, among others. To help them stay afloat while we’re on lockdown, I’d like to help you help them. […]
COVID-19 cases continue to climb in the US. California and New York are now under shelter-in-place orders. Bay Area and Seattle companies are requiring that people work from home for the month of March, if not longer. Now more than ever, we need to prioritize self-care. In today’s blog post, I’ll mostly on emotional and […]
Earlier this year, I posted about mindfulness and your financial and overall health. I’ve compiled those posts on the principles of mindfulness, and tips on managing burnout, and mindful spending. You can follow me on Facebook, Instagram, and LinkedIn for future tips.
Have you discussed marriage with your partner? Paying for the wedding might be your biggest worry: booking the venue, shopping for a dress/tuxedo, organizing the honeymoon…A pre-nup is probably not on your list. Recently, I’ve been answering questions about marital agreements, aka pre-nups and post-nups. Although the title of this blog post is tongue-in-cheek, I’m […]
Happy New Year! If you review your paystub, you’ll see several deductions for your 401(k) and other workplace benefits. The IRS has updated how much you can contribute to the following benefit plans via paycheck deductions in 2020: You can update your 401(k) […]