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FINANCIAL FREEDOM
FOR BUSY FAMILIES
FINANCIAL FREEDOM
FOR BUSY FAMILIES
FINANCIAL FREEDOM
FOR BUSY FAMILIES
FINANCIAL FREEDOM
FOR BUSY FAMILIES
ABOUT US
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…>>
GET STARTED
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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Happy Independence Day! What do July 4 and financial planning have in common?
Break out the flags and the fireworks! It’s time to celebrate our country’s creation and our independence from British rule. July 4 is a great time to think not just about barbecues but freedom. Why were a group of revolutionaries—the founders of our country—so...
Money for College
When it comes to college, you’re more than what you pay Are you sacrificing your financial security for your child’s higher education? Here in California, we joking refer to Harvard as “the Stanford of the east.” That gentle jab reflects the rivalry between two...
