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 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.
Edited 6/2/2020: if you’re disturbed by racial injustices like George Floyd’s murder, there are many ways you can help. Here’s a short list of racial justice organizations to financially support. I recommend contacting the organization in advance if you plan to donate stock: The Movement for Black Lives National Lawyers Guild The Bail Project Black […]
You’ve probably seen sobering headlines about healthcare workers rushing to finalize their wills and other estate planning documents. Even if you’re not on the front lines of the crisis, anyone can get COVID-19, including young people, and elite athletes like Rudy Gobert and Von Miller. Are you in one of these common situations? You started […]
If you have a lot of company stock, the past several weeks have been a roller coaster ride. Against the backdrop of the COVID-19 epidemic, we experienced the sharpest and fastest bear market in history. The term “bear market” refers to market drops of more than -20%. The S&P 500 (large US stocks), for example, […]
In normal times, early April means hunting down your W-2 and other forms, and slogging through TurboTax. Because of the COVID-19 crisis, however, you have an extra three months to file your taxes. You now have until July 15, 2020 to file your taxes with the IRS and your state. California is one of 43 […]
As a small business owner, I feel for the personal service providers whose businesses were suddenly forced to close during the shelter-in-place orders. These small business owners include your hairstylist/barber, personal trainer, manicurist, nanny, and/or pet sitter, among others. To help them stay afloat while we’re on lockdown, I’d like to help you help them. […]