FINANCIAL FREEDOM
FOR BUSY FAMILIES
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…>>

Need a plan for saving for retirement?

Get your FREE copy of “NO RULES RETIREMENT” today!

College Financial Planning for Middle School Parents

College Financial Planning for Middle School Parents

Refining the vision With kids in middle school and becoming increasingly independent, the family’s financial priorities have likely shifted from the early parenting years. You or your spouse may have reentered the workforce, changed jobs or maybe started a business....

read more