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.
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.
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?
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
We always act in your best interest
No proprietary products. We’re free to look at all the solutions and choose the best.
No hidden fees. No commissions. See our transparent fee structure.
Standard of excellence for financial planners.
LET’S GET TO KNOW EACH OTHER
FREE FINANCIAL ASSESSMENT
We review your financial situation and provide an assessment of your strengths, weaknesses, opportunities, and risks.
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.
Casey and Jesse have thriving careers and two sons, age 3 and 5. Their challenge: Figuring out how to balance it all.
Casey is a marketing manager at a startup that recently went public and Jesse is a software engineer for a large established tech company. They both are doing well at their jobs, but the daily grind is wearing them out…
CONTINUE READING
After two successful decades in corporate HR, Drew feels unfulfilled in her career and dreams of making a change. Their challenge: Taking a career risk while maintaining her family’s financial security
She’d like to explore a career change that would bring her back to why she chose her field in the first place: to help create well-being for people. Yet she’s a single parent to her 12 year old daughter – wouldn’t leaving her stable high-income career be irresponsible?…
CONTINUE READING
Morgan and Santiago don’t want to wait until retirement age to leave corporate life and start a new
CONTINUE READING
We are a modern family from San Francisco. Jenni is a financial advisor and provides fee-only comprehensive financial planning. 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 licensed clinical social worker who heads operations.
Location
For our clients’ convenience, we conduct meetings virtually. While our home base is in San Francisco and the Bay Area, we proudly serve households across the U.S. and internationally.
Mailing Address
1999 Harrison St
Suite 1800
Oakland, CA 94612
415-295-6206
Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name, Modern Family Finance, LLC. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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