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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The Power of Purpose

The Power of Purpose

In Drive: The Surprising Truth About What Motivates Us, bestselling author Daniel Pink presents some of the most compelling and useful research in the field of in human motivation.  One section, "The Good Life," is particularly enlightening in regard to how we as...

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The Purpose of “Work” in the Second Half of Life

The Purpose of “Work” in the Second Half of Life

Individuals in mid-life and beyond are increasingly viewing retirement not as a time to relax, but as a time to explore their potential.  It was Abraham Maslow, a psychologist, who gave us the term, “self actualization.”  He called it man’s desire for fulfillment, “to...

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