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.
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A 6.4 magnitude earthquake hit Ridgecrest, CA on July 4th. The next day, there was an 7.1 magnitude aftershock. This was Southern California’s strongest earthquake in 20 years. Homeowner, condo, and renter’s insurance will not cover earthquake damage. Several Bay Area clients have asked whether they should buy earthquake insurance. I share my framework on […]
“The advice of an employment attorney will make things better. Most people think of a lawyer as someone you engage when you’re about to sue someone, or when you’re going to about to get divorced. But having one doesn’t mean that you are going to be litigating. It means that you’re going to be having […]
I celebrated my 40th birthday in May. Over the last five weeks, I shared money and life lessons from the first four decades of my life. I’ve compiled them here. You can follow me on Facebook, Instagram, and LinkedIn for future tips.
All adults should have basic estate planning documents. Estate planning is about ensuring your wishes are honored upon your death or incapacitation. If you’re thinking, “I don’t need to worry about this because I’m single/don’t have children”, you may have other loved ones who are relying on you. Some examples include: Aging parents A niece or nephew Pets: your cat, […]