GAIN PEACE OF MIND.
You’re a superstar gen x or millennial 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.
Stock options and taxes are top of mind when I speak to people whose companies are going public. In my previous post, we reviewed the basics of stock options. In this post, we’ll review taxes, including the dreaded AMT. We’ll look at: Non-qualified Stock Options (NSOs) Incentive Stock Options (ISOs) Within each of these sections, we’ll […]
Stock options are complicated. You may have several questions: When should I exercise? What should I do with the shares once we go public? What is a lock-up period? How does the tax part work? What the heck is AMT? Your HR department is unwilling (or unable) to provide training on stock options. The IPO […]
COVID-19 has accelerated the move to working from home. And WFH has become a permanent reality for many Bay Area companies, including Twitter and Coinbase. Escaping the Bay Area or California altogether is a hot topic in the news. Many people are leaving the expensive Bay Area. This has led to massive drops in SF […]
Income taxes are one of your largest expenses. But it’s easy to ignore income taxes. They’re automatically withheld from your paychecks. Then you file your tax return in the spring, and you either get a refund or owe money to the IRS. Most people repeat this process for the rest of their lives. It’s worth […]
Edited 6/2/2020 and 6/4/2020: if you’re angry/disturbed/depressed by racial injustices like George Floyd’s murder, there are many ways you can help. Here’s a short list of organizations to financially support, as well as a few fundraisers for victims’ survivors: The Movement for Black Lives (email Charles Long, email@example.com, in advance if you want to donate stock) […]