HIRING A FINANCIAL PLANNER REQUIRES TRUST. MY PRIORITY IS TO MAKE THE DECISION COMFORTABLE FOR YOU.
I help Superstar Women in Tech figure out when to exercise options, sell shares, and plan for taxes.
What’s even more important is deciding what to do with the money. Money is a tool to help you flourish and stay resilient. A windfall from stock options and RSUs opens a world of possibilities, which I’ll help you navigate.
Jane Financial Clients
- Annual household income $500K+
- Net worth $1M+
- 0-2 years away from stock option or RSU windfall (IPO, direct listing, merger/acquisition, or tender offer)
- Bay Area resident
- Millennial or Gen X (median age of Jane Financial clients: 39)
- Seeking an ongoing, long-term relationship with a trusted financial planner
- Limited time, energy, and/or interest in managing finances on your own
WHAT IT’S LIKE TO WORK TOGETHER
From Day One, I’m your advocate and thinking partner. We start by addressing your urgent questions.
We then explore your values, goals, and money story. And I’ll help you inventory what you own and owe. Getting to know you allows me to customize recommendations.
We’ll review all aspects of your financial life. If you have young children, we might decide to focus on insurance, for example.
As your life evolves over the years, we’ll continue to review all aspects of your financial life.
Because the “paint never dries,” we have an Annual Review Meeting to review accomplishments and your financial snapshots. We also discuss whether your priorities have shifted, and refresh your financial plan.
Throughout the year, I’ll monitor progress on your (and my) action items. I’ll be scanning the horizon for tax policy and other economic changes that may impact your financial plan. If office chatter on a money topic piques your curiosity, run your question by me.
I’m also counting on you to call/text/email as things change. This allows me to help you respond proactively as life unfolds. Recent examples of “life unfolding” include:
-Comp negotiation strategy
-Helped a client decide to not pursue a stressful promotion due to hefty RSU income
-Decide whether the support should be building an ADU or ongoing cash gifts, for example
-Trading up: how to buy and sell home at the same time
-Pros/cons of investment rental properties
One Component of Your Financial Plan
Imagine a physical exam where the doctor taps your knee to test reflexes, but skips everything else.
This is the medical equivalent of old-school financial advisors who only focus on investments and disregard comprehensive financial planning.
My process leads with financial planning. And I require portfolio management to ensure that you’re investing according to your broader financial plan.
- Use a disciplined, long-term approach that balances stocks, bonds, and cash.
- Align your investment strategy with your goals.
- Minimize costs and taxes.