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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I already know exactly what you’re thinking as you read the title of this piece, “Oh no, not another plan to make my life better! I’m all planned out!” I understand; I really do. The good news is, this type of planning is not another plan, it’s more like a merging of...read more
When my first child was born in 1999, I returned to my career as if nothing had changed. I continued to excel in my career for nearly six years, through the birth of our second child, by outsourcing my Mom Job to a nanny during the week. At the time, there were just...read more