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.

PEACE OF MIND

We lay the foundation in the first 12-18 months. And I continue to be your advocate as your life evolves over the years. I want to be your first call to be your sounding board and help you make informed decisions that fit your Big Picture.

Meet Jane.

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.

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