Getting to enough depends on the right plan and the right mindset

We integrate financial planning, investment management and coaching to help modern families like yours get to true financial freedom.

GETTING TO ENOUGH DEPENDS ON THE RIGHT PLAN AND THE RIGHT MINDSET

An integrated practice to address THE financial and personal sides of money:

Financial Planning and Investment Management:

“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.

Money Coaching:

“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.

Who We Serve

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:

Mid-career builders:

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?”

  • What should I do with my stock options and equity compensation?
  • How do I get the most out of my employee benefits? 
  • How do I afford a (bigger) house?
  • How do I build my family and secure my children’s future?
  • What are financial planning considerations if I am not legally married to my partner (or do not want to combine finances with my partner)?
  • How do I balance my career with having time and flexibility to care for my children (or, to live fully today?)
  • How should I be saving for retirement? 
  • How do I invest to reach my financial goals? 
  • How do I invest for social impact and use my money for good? 
  • How might my finances change as I move up the ladder in my career?

Financial Independence Aspirants:

You want the freedom to work less, work differently, 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?”

  • How can I boost my savings during the years my income is still high?
  • How do I plan for health care costs and long-term care needs? 
  • What are financial planning considerations if I am not legally married to my partner (and/or do not want to combine finances with my partner)?
  • How do I care for aging parents? 
  • How do I invest for the decades to come when I need to rely on my savings to live? 
  • How do I invest for social impact and use my money for good? 

Meet Jenni and Lisa

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.

Find out more about working together