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Tax-smart financial advice for modern families, delivered like a trusted friend.

Lower taxes
Invest mindfully
Maximize your equity
Financial independence

Let's TALK!
Lisa and Jenni on a garden

Tax-smart financial advice for modern families, delivered like a trusted friend.

Lower taxes
Invest mindfully
Maximize your equity
Financial independence

Let's TALK!
Lisa and Jenni on a garden
NAPFA logo
CFP logo
EQUITA logo

Feeling the weight of managing your finances but not sure who to turn to?

As a team with diverse experiences, we understand how challenging it can be to find financial advice that truly resonates. Many of us have worked with financial advisors who didn’t fully “get” us or our unique goals, leaving us feeling unsupported. 

When your life and dreams don’t fit the standard mold, traditional advice often falls short. But navigating it alone can be overwhelming and costly if you miss key opportunities to build wealth. 

We created Modern Family Finance to offer personalized, life-centered financial advice that meets you where you are, so you feel supported, understood, and excited about your future. 

Experience the Confidence You Deserve

Your mid-career years are full of big financial decisions. You want to change jobs, have lifestyle flexibility, buy a (bigger) house, raise your family, support your parents, start a business, travel around the world, and oh – you’d also like to make sure you can retire at some point. Here’s how we help:

LOWER TAXES

Get proactive on taxes, one of your biggest lifetime expenses. We’ll work with your tax professional to streamline the process.

INVEST MINDFULLY

Your investments are key to reaching your goals. We offer personalized, diversified, tax-efficient portfolios designed to stand the test of time.

MAXIMIZE YOUR EQUITY

Got RSUs, ESPPs, or stock options? Make smart tax-aware decisions with your equity compensation. 

FINANCIAL INDEPENDENCE

We take you through a heart-centered process to connect the dots between your financial realities and the life you yearn to live.

Financial Advice for women and LGBTQ professionals that feels like talking to a trusted friend.

Lower taxes. Invest mindfully. Maximize equity comp. Financial Life Design.

Talk To Us
meet jenni and lisa

Financial advice for women and LGBTQ professionals that feels like talking to a trusted friend.

Lower your taxes. Invest mindfully. Maximize equity comp. Financial life design.

talk to us

Ready for a money reset?

You’ve got a good income and you’re saving.

But when can you start living and working on YOUR terms?

How much do I need
to save to have
enough?

How do I invest in a
way that feels
aligned?

Help! How can I be
more tax efficient?

When can I afford to
do that “thing” I’ve
always dreamed of?

EXPLORE OUR SERVICES

who We Help

You have a vision for the life you want to live. We help you design and execute on a financial plan to make it happen.

Tech Employees

Whether you have RSUs, ESPPs, stock options, or a mix of equity compensation, we’ll help you navigate tax implications and manage concentration risk, so your hard-earned equity works harder for you. 

Self-Employed

Running your own business comes with countless decisions: self-employment taxes, solo 401(k) vs. SEP IRA, S-corp vs. sole proprietorship, deductible expenses, etc. We’ll help you simplify the process and focus on the bigger picture.

who We Help

You have a vision for the life you want to live. We help you design and execute on a financial plan to make it happen.

Tech Employees

Whether you have RSUs, ESPPs, stock options, or a mix of equity compensation, we’ll help you navigate tax implications and manage concentration risk, so your hard-earned equity works harder for you. 

Self-Employed

Running your own business comes with countless decisions: self-employment taxes, solo 401(k) vs. SEP IRA, S-corp vs. sole proprietorship, deductible expenses, etc. We’ll help you simplify the process and focus on the bigger picture.

WOMEN

Women face unique financial challenges: earning less, living longer, and feeling more stress around money. Yet, women also have the power to rewrite the narrative. We’re here to help you grow confidence and wealth to change those statistics for the better.

LGBTQ+

From how relationships are defined to how families are built, the LGBTQ+ community faces unique financial considerations. We understand these complexities and specialize in creating plans tailored to meet the needs of diverse lifestyles and support systems. 

Financially Independent

Whether you’re pursuing Financial Independence or ready to step into a work-optional lifestyle, we’ll help you identify your “number,” create a roadmap to get there, and build the confidence to take the leap when the time is right.

Hi, we’re Modern Family Finance

At Modern Family Finance, we help ambitious professionals redefine success. Like you, we once craved more freedom and used smart financial strategies to fund bold moves: sabbaticals, career changes, living abroad, and launching businesses.

We blend financial expertise with real-life experience to help you optimize equity, taxes, and investments while focusing on what matters. Whether you want a career pivot, time off, or more flexibility, we provide more than advice. We offer a proven path to financial freedom, one we have walked ourselves.

Schedule a Call

Why Work With Us

Fiduciary

We always act in your best interest

Independent

No proprietary products. We’re free to look at all the solutions and choose the best.

Fee-Only

No hidden fees. No commissions. See our transparent fee structure.

CERTIFIED FINANCIAL PLANNER™

Standard of excellence for financial planners.

THE modern family finance way to financial Independence

Step #1

LET’S GET TO KNOW EACH OTHER

It starts with a simple conversation. This gives you a chance to ask questions, share your burning questions, and explore how we can help. If we determine we’re not the right partner for you, we’ll recommend an alternative. 

Step #2

FREE FINANCIAL ASSESSMENT

We review your financial situation and provide an assessment of your strengths, weaknesses, opportunities, and risks.

Step #3

PERSONALIZED ONGOING ADVICE

Hire us and together, we’ll develop a financial plan that gets you to where you want to go. Success is driven by consistent, proactive decisions over a long period of time. Consider us as your trusted guide and accountability partner.

SET UP A CALL

What our Clients have to say

YELP REVIEWS

Insights to Help You Make Confident Financial, Career, and Life Decisions

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who we are

The Modern Family Finance team brings together diverse experiences in tech, public service, and engineering, united by a shared passion for helping you design a financial strategy that empowers you to live the life you’ve envisioned. We’ve guided countless professionals like you through the complexities of financial planning so you can focus on what truly matters, free from financial worry. 

Meet the Team