We integrate financial planning, investment management and coaching to help modern families like yours get to true financial freedom.
“How can I make my money work for me?”
We provide fee-only financial advice and investment management that’s aligned with your goals, values, tax situation, and any equity compensation.
“Where is my money going?”
We help you get a clear picture of your cash flows, create a spending plan that puts you back in control, and understand why you handle money the way you do so you feel empowered with your finances.
We specialize in serving LGBT households and other modern families who want the financial freedom to design their best lives.
We are based in San Francisco but work with households around the U.S. and abroad. Our clients include:
You’re growing in your career and building your family. You have competing financial goals such as buying a home and saving for retirement.
You’re asking: “How do I make the most of my hard-earned money?”
You want the freedom to work less, work differently, or not work at all. You dream of spending more time with the people you love, pursuing a dream venture, traveling the globe, or simply having the leisure to do as you please.
You’re asking: “How will I know when I have enough?”
We are a modern family from San Francisco. Jenni is a financial advisor with Sincerus Advisory, a fee-only comprehensive financial planning firm. Previously, she worked in tech where she was named “Hero of the 500s” by Fortune Magazine for her corporate and community contributions. Lisa is a money coach, using her skills as a behavioral therapist and social worker to help people develop spending habits that they can feel good about.
After experiencing how financial planning afforded us the freedom to make a leap from salaried security, take our family around the world, and pursue dream ventures from filmmaking to bicycle rides – it’s now our mission to help others make their greatest dreams a financial reality.