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…>>

Need a plan for saving for retirement?

Get your FREE copy of “NO RULES RETIREMENT” today!

Bringing Balance to the Risk Tolerance Continuum

Bringing Balance to the Risk Tolerance Continuum

When you are making a financial decision, do you intentionally weigh the potential risks and rewards?  Is weighing that balance more of a rational or emotional process for you?  In other words, do you tend to rely more on facts or on feelings? For example, when Karla...

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