FINANCIAL FREEDOM
FOR BUSY FAMILIES
FINANCIAL FREEDOM
FOR BUSY FAMILIES
FINANCIAL FREEDOM
FOR BUSY FAMILIES

ABOUT US

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. Read Emilie’s “A Ha,” career moment…>>

WHAT WE DO

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. Read about our Services now…>>

GET STARTED

Are you ready to stop worrying and start planning? Let’s connect – in person or virtually – to explore your financial planning needs. Tell me a little bit about yourself and then schedule your complimentary consultation with my online calendar. I am excited to meet you! Get Started Now…>>

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401k Fees Revealed

401k Fees Revealed

“Retirement plan providers have been overcharging investors for decades - creating a huge drag on returns. But new rules on fee disclosure should help drive down costs,” writes Scott Cendrowsku in a recent Fortune Magazine article, Is Your 401k Ripping You Off. What...

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How Much Money is “Enough?”

How Much Money is “Enough?”

When it comes to real estate, we are told it is all about location, location, location. When it comes to money, we are told we need more, more, more. However, this begs the question, “How much is enough?” Through the use of our personal investment management...

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