You've worked hard and ascended to a mid-level or senior position at a public (or soon-to-IPO) Bay Area company. You've got a bunch of 401(k)s from old jobs, and an alphabet soup of stock compensation: RSUs, NSO, ISO, ESPP. As a CFP professional, I believe in an open, collaborative, and non-judgmental approach to exploring your values and goals, and crafting strategies that are customized to YOU.
We build the foundation in the first 12-18 months. But you'll see the greatest value from having an advocate and sounding board as your life evolves over the years. There is an avalanche of personal finance information out there. I want to help clients filter out the noise and answer, "How does this apply to me?" and "Will I have enough?"
We build the foundation in the first 12-18 months. But you'll see the greatest value from having an advocate and sounding board as your life evolves over the years. There is an avalanche of personal finance information out there. I want to help clients filter out the noise and answer, "How does this apply to me?" and "Will I have enough?"
Services
Helping clients gain a sense of control over complex issues like stock options and taxes is fun. And I enjoy providing peace of mind as my clients' lives evolve. Gen X and Millennial women face major transitions like job changes/promotions, IPO of their company, buying a house, or supporting parents.
My goal is to make complicated concepts easier to grasp, and to empower you to make informed decisions about your hard-earned money. Unlike the vast majority of financial advisors, I don't have a minimum portfolio size. Instead, I charge a flat financial planning fee based on the complexity of your financial situation.
I believe that mindfulness is key to having a healthy and powerful relationship with money, which in turn will help you achieve your goals and dreams. By practicing mindfulness, including a regular meditation practice, you will have more energy, a greater sense of calm, and clearer thoughts. You'll be better equipped to deal with stress as you become aware of your thoughts and reactions.
Reviews (2)
Benjamin P.
Mar 10, 2019
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Natalie K.
Jun 29, 2018
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Jane is the best financial planner you can find. We felt confused and unsure of what we were doing but now we feel right on track. She is detail-oriented and will make tailored recommendations just for you. We felt at ease and trusted her 100%. She also simplified "finance talk" so that it was easy to understand and comprehend.
