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 earn your trust, and put you on the path 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-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.
The Snowflake IPO is the largest software IPO ever. And SNOW has surged after its debut on September 16, 2020. Six weeks after the September 16, 2020 IPO, the $251 stock price is still significantly above the $120 IPO price. If you work for Snowflake, congratulations! This windfall is exciting and potentially overwhelming. You’re currently […]
COVID-19 continues to rage around the world. A young product manager and MIT graduate shared her sad story of being unable to work since recovering from a viral infection like COVID-19 in 2009. This SF Chronicle story shares COVID-19 survivors’ real-time struggles. These survivors, or “long-haulers,” face a slow and painful recovery. Two close friends […]
2020 is shaping up to be the biggest year for IPOs since 2014. Do you work for a company that recently became public, such as Snowflake or Sumo Logic? Perhaps your company is expected to IPO shortly, such as Palantir or Airbnb. Your stock options and RSUs likely will translate to significant dollars. In this […]
Mortgages are a hot topic in the news. Rates are at an all-time low. If you have homeowner friends, they’re likely refinancing (replacing their mortgage with a new one at a lower rate). If you’re shopping for your first home, I recently described how to prepare for the home buying process. Today’s post is about […]
The pandemic is accelerating many of my clients’ home buying timeline. San Francisco renters are leaving in droves. A buyers’ market is developing for SF condos that don’t have private outdoor space. Buying a home will likely be the biggest purchase of your life. I’ve outlined five steps you can take to start preparing. #1. […]