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.
Happy New Year! If you review your paystub, you’ll see several deductions for your 401(k) and other workplace benefits. The IRS has updated how much you can contribute to the following benefit plans via paycheck deductions in 2020: You can update your 401(k) […]
Prospective clients always have questions about their 401(k): “I don’t know if I’m contributing enough” “What investment(s) should I select?” “What the heck should I do with my old 401(k) plans?” Many clients are embarrassed to ask these questions because they are professionals (oftentimes with MBAs or other graduate degrees) who “should” know how to […]
Do you feel exhausted by relentless news headlines? David Sipress of the New Yorker said this cartoon is one of his most popular creations. Perhaps you have an impulse to check your Facebook or Twitter feeds. […]
My homeowner clients often have a wish list of home improvement projects. Embarking on a major renovation for the first time can feel daunting. I collected my clients’ FAQs and interviewed Alice Chiu, founder of Miss Alice Designs in San Francisco, for her expert opinion. What’s the difference between an interior designer, architect, and general contractor? […]
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 […]