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.
All adults should have basic estate planning documents. Estate planning is about ensuring your wishes are honored upon your death or incapacitation. If you’re thinking, “I don’t need to worry about this because I’m single/don’t have children”, you may have other loved ones who are relying on you. Some examples include: Aging parents A niece or nephew Pets: your cat, […]
I recently shared 15 tips on how my Superstar Women clients make the most of their stock compensation, 401(k), cash management, and investments. I’ve compiled them here. You can follow me on Facebook, Instagram, and LinkedIn for future tips. […]
It’s performance assessment season. You’ve earned a well-deserved promotion at work. Hopefully the new job title also comes with more money! I’d like to discuss the four components of your updated compensation package: cash compensation, equity compensation, employee benefits, and taxes. Cash Compensation This includes your base salary and cash bonus. Divide your new base […]
Summary: Get organized: save the source documents (Plan Document, Option/RSU Agreement) Define your goals, which will provide the context for whether to keep or sell your company stock Learn a framework for deciding when to exercise your stock options Be ready for a rollercoaster ride during the lockup period Work with a financial planner (the […]
Summary: TurboTax is sufficient for straightforward tax returns. Learn the top seven reasons why my clients hire a tax professional. Understand the services that tax professionals provide, and how/when to hire one. April 15th approaches, and you’re preparing your tax return with TurboTax. For next year, however, you may be wondering whether to hire a […]