For over two decades, Emilie R. Goldman, CFA, CFP, has been using her financial planning skills, training, and experience to help Bay Area families and individuals make smart choices about their financial lives. A financial plan is a road map to financial freedom for busy families.
It is the route by which you plan for your children's college education, fund your retirement, help to fund the future care of aging parents and - most importantly - discover how to live the life you've dreamed of living.Are you ready to stop worrying and start planning? Let's connect - in person or virtually - to explore your financial planning needs.
It is the route by which you plan for your children's college education, fund your retirement, help to fund the future care of aging parents and - most importantly - discover how to live the life you've dreamed of living.Are you ready to stop worrying and start planning? Let's connect - in person or virtually - to explore your financial planning needs.
Services
We don't collect commissions, bonuses or other benefits for recommending products, services or investments. When you work with a fee-only financial planner, your interests always come first. Meaningful planning is so much more than squirreling away money. We view financial life planning as a holistic process that boosts your sense of financial wellbeing and your confidence that you will achieve your vision.
We serve clients in the San Francisco Bay Area, including San Mateo, San Carlos, Redwood City, Palo Alto and San Francisco as well as clients across the US. Silicon Valley's robust economy provides inspired career opportunities and lucrative salary packages and benefits. Yet there's a downside, too: Layoffs, mergers, pivots, startup failures and age and gender discrimination can affect your job security and earning potential.
Please contact Emilie R. Goldman, CFA, CFP to discuss whether Tamarind Financial Planning will be able to assist you with your financial planning and investment management needs. To learn more, download our Services Guide and schedule a free consultation. If you are interested in having Emilie speak at your next event, please call or email to arrange a presentation.
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