We will help you plan for the expected as well as the unexpected.
A marriage or divorce, the sale of a business, a change of career, the death of a loved one … when events like these happen, it’s a good time to pause and plan for the next phase of your life. We understand these critical life events and can provide the perspective and support to help you through the toughest of situations.
We work with independent women throughout the Bay Area. At times of change we provide objectivity and knowledge to help our clients make appropriate choices for their futures.
We have a tried and true commitment to our clients’ unique needs, and a commitment to helping them plan to enjoy the good life. Our clients have the advantage of working with caring professionals who take the time to get to know them, their goals and their values. More importantly, we work to create strategies to help realize them.
We recognize that financial planning is not an event, but a relationship. We would like to be your financial advocates – the trusted partners that help you review and adjust your portfolio and your plan to keep up with changes in your life.
When you retire with your financial life organized, you can free your mind to enjoy the things that really matter – your family and friends, the things that inspire you, the pursuits you are passionate about.
Your after-tax return matters. After all, that is the money you will live on. We use our tax expertise to refine our planning and investment recommendations so we can help you keep more of your money. Many financial planners don’t inform you about the tax consequences of financial decisions; we do.
We can help you get an overview of your finances (and financial potential) before, during and after times of change. We invite you to contact us today.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, HI, TX and IN