FINANCIAL FREEDOM

FOR BUSY FAMILIES

Need a plan for saving for college?
Get your FREE copy of “Well Schooled: How to Pay for College
Without Breaking the Bank of Mom and Dad” today!

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

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Services

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…>>

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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!
Get Started Now…>>

Tune Out the Noise

Tune Out the Noise

There’s a reason that investors tend to only hear about “looming” market doom or “imminent” market growth. While many news outlets have incentive to draw viewer attention with wildly bullish or bearish predictions, these sensationalized views may be a distraction to a...

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Money and Life Satisfaction

Money and Life Satisfaction

The word satisfaction describes a feeling of fulfillment or contentment. Its meaning is relative and often dependent on personal definitions of success as applied to specific areas of life. The first step to evaluating your own life satisfaction is to think about what...

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