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.

PEACE OF MIND

In the first 12-18 months, we focus on the financial building blocks: equity compensation, taxes, cash flow, and investments. My true value comes from being a sounding board and accountability partner as my clients’ lives evolve.

Meet Jane.

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.

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