Women Executives
Elevate Your Executive Edge
Your Future : Our Focus
Do you have a confusing alphabet soup of stock compensation: RSUs, NSO, ISO, ESPP? Or have you accumulated several old 401(k)s? I start by addressing your urgent questions. We then shift to your bigger picture, exploring your values, goals, and money story. As a CFP® professional, I aim to be your lifelong advocate and thinking partner.
🔍 Why do people hire us? We’re often asked, "My advisor only talks about investments, but I also need tax and retirement advice. Can you help with that?" Yes, we can. 🎯
Your Questions : Our Mission
My company is going public. What should I do with my equity? How does the tax part work?
Am I invested in the right stuff?
Am I paying too much taxes? How can I reduce my tax liability?
Can all my assets and investments get me to and through retirement?
Do I have enough money for retirement?
Do I need to be investing in anything else?
Should I be worrying about things I hear in the news?
What happens if I need to start caring for my parents financially?
What if I get sick? How do I make sure my family is cared for?
Your Goals : Our Guidance
Tax Planning:
Strategies to minimize tax liabilities and take advantage of tax breaks available to high earners.
Wealth Accumulation & Investment Strategies:
Guidance on building wealth through effective investment strategies, such as diversification, asset allocation, and long-term financial planning.
Retirement Income Planning:
Guidance on retirement savings vehicles like 401(k)s, IRAs, and other investment options to ensure a comfortable retirement.
Risk Management & Insurance:
Protecting what’s important to you through appropriate insurance coverage and risk mitigation strategies.
Estate Planning:
Guidance on how to protect and distribute assets, minimize estate taxes, and plan for the future transfer of wealth to the next generation.
Employee Benefits Optimization:
Maximizing your employer benefits, such as stock options, retirement plans, and healthcare benefits.