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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If you’ve sighed at the sight of Christmas decorations sitting cheek and jowl with Halloween décor, you’re not alone. The holiday “season” seems to begin in October and last a full three months. The longer the season, the more time consumers have to spend on gifts. So...read more
If you’re lamenting the loss of brighter evenings when Daylight Savings Time begins Nov. 4, you can at least take solace in an hour of sleep. Or perhaps you’d like to use that extra hour to do some financial housekeeping. (And honestly, you can tackle a few of these...read more