Hiring a financial planner requires trust. My priority is to make the decision comfortable for you.

You’ve been on auto-pilot with your savings and investments. You’re now seeing more zeroes and commas in your paycheck and investment accounts. And you’re ready to hire an expert who will be your advocate and ensure you stay on track to
attain your goals.

Through the Peace of Mind service, you’ll work with me
on an ongoing basis. My goal is to build long-term,
lasting relationships with Superstar Women like yourself.

PEACE OF MIND

YOU WILL RECEIVE

MEETINGS

Meetings covering broad range of topics such as retirement readiness, tax, equity compensation and other employee benefits (in-person or video call)

SUMMARY EMAILS

Meeting Summary emails with conclusions and action items

ACCOUNTABILITY

Accountability on completing your action items via check-in emails and meetings

EXTENSIVE NETWORK

Referrals to and coordination with my extensive network of trusted experts (e.g., CPAs, estate planning attorneys)

DEDICATION TO YOUR SUCCESS

My goal is to make complicated concepts easier to grasp, and to empower you to make informed decisions about your hard-earned money.

MEETING DETAILS

SOME OF THE TOPICS WE WILL DISCUSS

Financial Independence (e.g. Retirement)
- Figure out whether you're on track to attain your goals
- Determine how much you need to save for retirement
- Articulate your values and goals
- Discuss what's going on in your life that could impact your financial future
Cash Flow
- Get clarity on your take-home pay
- Analyze your recent spending
- Calculate your net cash savings/deficit
- Learn how to manage “lumpy” expenses
- Determine whether you should boost retirement savings
Employee Benefits
- Ensure you’re taking advantage of all available benefits
- Figure out what investments to select in your 401(k) plan
- Explore other retirement savings strategies beyond the 401(k)
Investment Strategy
- Review your current investments across all accounts
- Develop a unified investment strategy
- Have Jane Financial manage your accounts and implement the recommended trades (via TD Ameritrade)
- Determine what to do with old 401(k) plans
Equity Compensation
- Organize your various grants, vesting schedule, and expiration date
- Get clarity on the taxation of the equity comp
- Develop strategy: decide whether to keep or sell shares, and determine exercise strategy for stock options
Insurance
- Evaluate your existing policies
- Get help filling insurance gaps (umbrella, disability, long-term care)
- Identify potential cost savings
Estate Planning
- Learn about the core estate planning documents
- Get help with creating your estate plan
- Review beneficiary designations
Tax Strategy
- Determine if you’re withholding enough taxes from your paycheck
- Understand the tax impact of other income like equity compensation
- Develop strategy to reduce taxes
Housing
- Discuss whether you want to rent or own
- Determine what you can afford to buy
- Discuss the pros and cons of an investment property

HOW THE FEE PART WORKS

ONGOING SUPPORT

ONCE THE FOUNDATION HAS BEEN SET, YOU WILL RECEIVE:

Proactive tax planning to minimize taxes and adjust to changing tax laws

Annual review and rebalancing of your investment accounts

Help selecting benefits during Open Enrollment

Ongoing review of your equity compensation

Quarterly performance reports for your portfolio

Career support: resume and LinkedIn profile reviews, mock interviews, and
assistance with compensation negotiation

Coordination with your other professional advisors (including, but not limited to,
your estate planning attorney and CPA)

Access to a secure online portal to view your accounts and key documents

Emergency contact for your power of attorney – if you’re injured, incapacitated, or terminally ill, I can provide the key documents and other information that your power of attorney needs

I would love to chat about where you are today, and where you want to go.