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 Director or VP level position at a leading Bay Area public company like LinkedIn/Microsoft, Clorox, and Visa. 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.
Restricted stock units (RSUs) are one way for companies to grant shares of company stock to employees. The term “restricted” refers to the vesting schedule, or the specified period that must elapse before you’re paid the shares of stock. You pay taxes on the value of the RSUs at vesting. You pay taxes again when […]
“I don’t know if I’m contributing enough to my 401(k) plan.” “What investment(s) should I select in the 401(k)?” “What the heck should I do with my old 401(k) plans?” Many clients are embarrassed to ask these questions because they are professionals (oftentimes with MBAs or other graduate degrees) who “should” know how to deal […]
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 […]
Open enrollment is your opportunity to switch coverage once a year. You could do nothing and automatically be enrolled into the same plans you had this year. Certain benefits like Health FSAs and Dependent Care FSAs must be renewed annually, however. A change in your personal circumstances could warrant updates to your benefits, such as: […]
It’s difficult to evaluate whether a financial planner is a good fit for you. When you’re buying a physical product like a car, it’s easy to define the criteria, and to confirm that the car meets those criteria (color, sedan vs. SUV, etc). When you’re shopping for a service like financial planning, however, you won’t […]