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.
It’s that time of year again: open enrollment! The acronyms and jargon are enough to drive anyone batty: PPO, EPO, HMO, FSA, HSA, deductible, co-pay, co-insurance…You could give up and choose the same benefits for next year. But there are certain benefits like Healthcare FSAs and Dependent Care FSAs that don’t renew automatically. Plus a […]
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 […]
Two acquaintances of mine were diagnosed with cancer in their late 30s, and the severity of their illnesses prevented them from working for several months. While a catastrophic illness is unlikely in your 30s and 40s, would your savings pay your bills for 36 months, the duration of the average long-term disability claim? Even if you wanted to return […]
Over the last few weeks, I shared advice from women with Bay Area ties across a wide range of industries. I’ve compiled the advice here. I admire high-achieving women, whether they’re high-profile stars like comedian Ali Wong, or local experts like Mary Russell, attorney at Stock Option Counsel. I’m especially struck by the resilience of […]
Congratulations: your RSUs are about to fully vest! RSUs issued by a private company are sometimes called “double-trigger RSUs.” You must meet two criteria for your RSUs to fully vest: (1) you have to work for a certain period of time (e.g., 25% of your RSU grant vests every 12 months), and (2) your company […]