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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Dr. Brené Brown is a research professor at the University of Houston Graduate College of Social Work, and has spent much of her career studying the complex human experiences of “vulnerability” and “living wholeheartedly.” Her 2010 TED Talk presentation, “The Power of...
Recent studies indicate that the pandemic has prompted many to reevaluate the meaning and purpose of wealth. For example, the annual “Modern Wealth Survey” revealed that lifestyle priorities have changed for a majority (68%) of Americans due to COVID-19. Among those...