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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 possible.
We need our money to last longer. Yet women earn less, invest more conservatively and feel more stressed about money than men. Let’s change the statistics.
How we define our relationships. How we build families. Where we choose to live. Who we can and can’t depend on for support. Our practice specializes in the unique needs of our community.
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 possible.
We need our money to last longer. Yet women earn less, invest more conservatively and feel more stressed about money than men. Let’s change the statistics.
How we define our relationships. How we build families. Where we choose to live. Who we can and can’t depend on for support. Our practice specializes in the unique needs of our community.
You’ve got RSUs, ESPPs, or stock options (or some combination). We help you make a plan that manages for taxes and concentration risk.
Self-employment tax. Solo 401k or SEP IRA. S-corp or sole prop. Deductible expenses. There’s so much to consider when you’re the boss. We’re here to help.
What’s your “number?” Figuring out a path to get there is half the battle. Finding the courage to make the leap once you’re there is the other half.