design new possibilities with your money.

We help LGBT households and other modern families like yours get to true financial freedom.

Hi, i'm jenni.

Why did we leave perfectly good careers in tech and public health to start a financial planning practice?

Because financial planning changed our lives.

I spent 15 years in tech, most recently as a director at a Fortune 500 company in Silicon Valley. My spouse, Lisa, served as a social worker in the public health system. We had good jobs, but we wanted more – more time, flexibility and purpose-driven work. Financial planning afforded us the freedom to take the leap from salaried security, take our family around the world, and pursue dream ventures from filmmaking to bicycle rides. After experiencing this, it’s now our mission to help others make their greatest dreams a financial reality.

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?”

Questions you may be wondering about:

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, 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?”

Questions you may be wondering about:

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?

check out our recent articles

What I’ve Learned About Money Since My Own Great Resignation

What I’ve Learned About Money Since My Own Great Resignation What I’ve learned about money two years after my own great resignation: Remember the carefree

How Passion Projects Create Financial Security

How Passion Projects Create Financial Security David and John of Queer Money Podcast were one of the first friends we made when launching a business

Money Fears, Self-Employment, & Living Abroad with Kids

Our time in Taiwan overlapped with our friend, Paul, of Reimagine Work Podcast. We enjoyed our time together in Taipei cafes discussing location independent work and

who we are

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.

Find out more about working together

Jennifer

Lisa