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…>>
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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Would you be more likely to hire a woman who’d taken a year-long maternity leave or one who was absent for just a month? Managers faced with that decision preferred the candidate who’d taken less time off, a study in the Journal of Applied Psychology found. And that...read more
Regardless of how or where we choose to give, most of us would like to feel confident that our financial donations are being used wisely. Thanks to technology and some out-of-the-box thinkers in the social sector, we now have a bevy of new tools at our fingertips and...read more