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.
I help women in tech meet their goals.
You’ve worked hard and ascended to a mid-level or senior position at a public (or soon-to-IPO) Bay Area company. You’ve got a bunch of 401(k)s from old jobs, and an alphabet soup of stock compensation: RSUs, NSO, ISO, ESPP.
As a CFP® professional, I believe in an open, collaborative, and non-judgmental approach to exploring your values and goals, and crafting strategies that are 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?” Helping Gen X and Millennial women in tech 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 TO SEE IF WE’RE A GOOD FIT FOR EACH OTHER.
The latest articles.
The Snowflake IPO is the largest software IPO ever. After pricing its IPO at $120, the stock price has surged. You may have sold 25% of your shares during the December window. Another important date approaches: on March 5, 2021, you will be able to sell all of your SNOW shares. What You Can Sell on […]
RSUs (Restricted Stock Units) are company stock that will be paid according to a vesting schedule. The taxation of RSUs isn’t straightforward. And what’s even more difficult is deciding what to do with the resulting stocks. Learn about the top two comments I hear regarding RSU shares, and how I reframe the conversation with clients.
Incentive Stock Options are complicated. If you’re an early employee of Affirm, Snowflake, or soon-to-IPO companies like Coinbase, you likely are facing a windfall. Before you go down the rabbit hole of AMT and taxes in general, learn the basics of stock options. And at the very least, talk to a CPA before you exercise […]
Congratulations on your company’s IPO! Now comes the hard part as you wait for the lockup period to end. Traditionally, companies enforced a 180-day lockup period. Recent IPOs from Affirm, Snowflake, and Airbnb have released the lockup across two or even three phases. Airbnb, for example, had an early lockup release in December 2020, and […]
Happy New Year! Finances are a common new year’s resolution. And the complexity and magnitude of your Snowflake stock compensation is a lot to handle alone. I previously wrote about how your friends and family likely won’t understand or sympathize. Financial professionals can serve as an objective resource. I provide an overview of the services, […]