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.
We build the foundation in the first 12-18 months. But you'll see the greatest value from having an advocate and sounding board as your life evolves over the years. 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?"
We build the foundation in the first 12-18 months. But you'll see the greatest value from having an advocate and sounding board as your life evolves over the years. 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?"
Services
About
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Helping clients gain a sense of control over complex issues like stock options and taxes is fun. And I enjoy providing peace of mind as my clients' lives evolve. Gen X and Millennial women face major transitions like job changes/promotions, IPO of their company, buying a house, or supporting parents.
Work Together
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My goal is to make complicated concepts easier to grasp, and to empower you to make informed decisions about your hard-earned money. Unlike the vast majority of financial advisors, I don't have a minimum portfolio size. Instead, I charge a flat financial planning fee based on the complexity of your financial situation.
Mindfulness
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I believe that mindfulness is key to having a healthy and powerful relationship with money, which in turn will help you achieve your goals and dreams. By practicing mindfulness, including a regular meditation practice, you will have more energy, a greater sense of calm, and clearer thoughts. You'll be better equipped to deal with stress as you become aware of your thoughts and reactions.
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