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 what we do…>>
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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Individuals and retirement planning experts alike are recognizing that a successful and satisfying retirement experience depends on more than a healthy nest egg. In fact, retirement should be thought of as a major life transition that deserves thought and preparation...
by: Kenneth French, PhD Director and Consultant Investment returns have two parts: the expected return and the unexpected return. The expected return is the best guess of what will happen based on all the information currently available. The unexpected return is the...