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
You have a confusing alphabet soup of stock compensation: RSUs, NSO, ISO, ESPP. You may have accumulated several old 401(k)s.
I start by addressing your urgent questions. We then shift to your bigger picture, exploring your values, goals, and money story. As a CFP® professional, my goal is to be your lifelong advocate and help you make great decisions.
How I can help?
We’ll review all aspects of your financial life. I also want to be your first call to proactively help you make great decisions. This could mean negotiating comp, or buying a house.
I love being a financial planner. I really enjoy building deep, lifelong relationships with my clients. I purposefully work with a limited number of clients so that I can provide high-quality and proactive service.
I offer deep technical expertise in equity compensation, which isn’t widely available. What’s even 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 live comedy, container gardening, and all things Star Wars.
Check Out Our Top Posts
READY TO TALK?