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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Guest post by Jada Diedrich As we enter the holiday season, we often feel compelled to evaluate, and frequently to increase, our charitable giving. This time of year, specifically, seems geared toward reminding us that giving to others can be personally fulfilling in...
It’s that time of year again. No, we’re not talking about the holiday season, we’re talking about the prediction season. And, just as Christmas decorations seem to appear earlier and earlier in stores, predictions for 2020 are already appearing in newsstands. As...