Expertise you can trust for the life you love.

Experience That Speaks Your Language

You shouldn't have to figure out the transition from a high-growth career to a personal financial plan on your own. After years at Google and Lyft, I’ve seen firsthand that even the most impressive spreadsheets don't mean much if they aren't connected to the life you actually want to live.

My approach is practical. I help you navigate the specific tax rules and timing involved with equity compensation, RSUs, and IPOs so you can make informed decisions. Whether you are still building your career or planning for retirement in the Bay Area, you need a partner who understands both the details of your compensation and the personal goals that drive it.

A Strategy Built for Your Peace of Mind

Financial planning often feels cluttered with competing priorities and complex jargon. My goal is to clear away the distractions so you can see your path forward. Whether we are discussing a tax strategy, navigating concentrated stock positions, or planning for a work-optional future, the focus is always on the life you want to lead.

You deserve a plan that is both analytically rigorous and deeply human. I bring the same level of care I used at Google and Lyft to ensure your resources are intentionally aligned with your personal goals. By translating complex variables into a clear, actionable strategy, I help you gain the confidence that comes from knowing your wealth is working in harmony with your values.

Your Advocate, Always

You deserve objective advice that isn’t tied to the size of your portfolio. As a Fee-Only Fiduciary and Certified Financial Planner®, I’ve intentionally structured my firm to prioritize transparency and eliminate the hidden agendas found in traditional finance.

I believe that financial planning should be accessible and easy to understand. That’s why I charge a transparent flat fee for my expertise, rather than a percentage of your assets under management (AUM). Whether we are optimizing your 401(k), navigating equity refreshers, or planning your legacy, my only incentive is to provide the guidance you need to succeed. With no commissions and no hidden costs, you gain the peace of mind that comes from a partner who is always on your side of the table.

At Home in the Bay Area (and Beyond)

For me, financial planning isn't just about the numbers. It’s about the freedom to be present for the people and passions that matter most. My family always comes first, and I spend most of my free time with my husband, our two daughters, and our two fluffy kitties.

I’ve always had an intrepid spirit and a passion for traveling the globe, having explored over 40 countries. I’m always looking for new recommendations to add to my list, though when I’m closer to home, I’m happiest on a local hike or on the yoga mat.

Being a part of our community is also a core value of mine. I volunteer within our local school district, with a special focus on advocating for evidence-based reading instruction and dyslexia awareness. I believe that whether we are talking about education or your financial future, having a clear, well-supported plan is the key to moving forward with confidence.

Let’s Work Together

Get in touch so we can start working together.