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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.
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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.
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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!
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Balance and Pupose

Balance and Pupose

To balance one’s life is to bring all areas of life into a state of equilibrium or stability. Focusing on only one or two areas of life can work for awhile (and is sometimes necessary), but eventually life will begin to feel out of kilter and then start spinning out...

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Successful Aging

Successful Aging

As we grow older, we also have the opportunity to grow as individuals and to develop relationships that are more “grown-up.”  In Creative Aging, author Nancy Bost Millner wrote, “The task of consciously aging people is to stop projecting—to stop demanding that the...

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