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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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A Shift in Priorities

A Shift in Priorities

The inaugural American Dream Study, conducted in 2007, revealed an insatiable hunger for more and better material possessions.  In addition, the bar was continually rising for what was considered “basic necessities.”  However, across all social strata, the economic...

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Retirement Confidence Survey

Retirement Confidence Survey

The Retirement Confidence Survey (RCS) is the longest-running annual retirement survey of its kind in the United States.  It gauges the views, experiences, attitudes, and expectations of Americans regarding retirement preparation and related issues. The 2012 RCS is...

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