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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Teaching Kids About Money

Teaching Kids About Money

Did you have trouble learning to handle money as an adult? Did your parents teach you about money when you were a child? What are you teaching your children about money; its value, your relationship to it; as well as how to handle it? Parents teach their children many...

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Why We Love Roth 401K

Why We Love Roth 401K

The evolution of our tax code has created an alphabet soup of retirement account options, making our choice of investment accounts for retirement confusing. A case in point being the difference between a Roth IRA  or 401k, and a Traditional IRA or 401k. A personal...

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