Life and Financial Planner
For Business Owners

Schedule a meeting

Business
Owners
May Feel

  • Alone
  • /
  • Unsupported
  • /
  • Uncertain
  • /
  • Overwhelmed

Together
We Will

  • Chart a Path
    to Peace of Mind
  • /
  • Set Priorities
  • /
  • Make Sound
    Decisions

Services

Here are some of the services we offer.  Depending on client’s individual situation, we will co-create a plan of activities.

Defining Where You Are and
Understanding Where You Want To Be

Uncover current challenges, opportunities, beliefs, and personal financial statements.

Deciding Your Trajectory

Identify desired outcome for your business, your life, your family and your finances both short term and long term

Developing Tools and Actions

Strategize actions to go from A to B: including risk assessment, tax planning, estate planning,
investments, etc.

Designing Future Possibilities

Monitor progress, revisit goals, and incorporate new life experiences to develop new trajectories and corresponding actions.

Defining Where You Are and
Understanding Where You Want To Be

Uncover current challenges, opportunities, beliefs, and personal financial statements.

Designing Future Possibilities

Monitor progress, revisit goals, and incorporate new life experiences to develop new trajectories and corresponding actions.

Deciding Your Trajectory

Identify desired outcome for your business, your life, your family and your finances both short term and long term

Developing Tools and Actions

Strategize actions to go from A to B: including risk assessment, tax planning, estate planning,
investments, etc.

Your Life's Canvas

My ideal client is the business owner who wants to have the time to care for their family while they are busy building their legacy.  To facilitate this, they partner with experts to help them confidently make sound business and financial decisions, achieving peace of mind for themselves and their family.

Who I Am

I am a personal life and financial planner for business owners.  As a fee-only fiduciary, I do not sell or receive commissions on any “products”, such as insurance policies or investment funds.  Instead, I partner with you to focus on having a plan of action that will grow your business, protect your family and help you navigate the changes that life throws at you.  At the end of the day, your finances and business are resources to help you experience life with joy and love.

MY CERTIFICATIONS AND MEMBERSHIPS

  • CERTIFIED FINANCIAL PLANNER
  • Certified Management Accountant
  • Certified Grief Recovery Specialist
  • Motivational Interview Practitioner
  • Board Member of SF Chapter of Financial Planning Association

Born to a family business, I was always surrounded by business owners commiserating with each other and figuring out how to break through to the next level.  Growing up, I received many mixed money messages.  I learned that family is most important, but no one has time for family; that money provides safety and freedom, but everyone seemed to be chained to their businesses; that we must work hard to build a beautiful future, yet no one knows where they are heading.  Like many others, my father was too busy with his business so he never set up a retirement plan, never diversified his holdings, and never planned for his legacy.

While I never had to worry about money, I also felt lost and invisible.  There is a sense that, no matter what I do, I will always be my father’s shadow instead of my own person.  During college, I recall hearing my father’s banker declaring his admiration for business creators while looking down on inheritors of wealth.  After graduate school, I decided to make my own way and joined a management consulting firm.  Eventually, I went corporate and became the director of business unit CFOs at a tech firm.

Alas the world changed for my family during the economic upheaval.  A perfect storm of credit crunch, geopolitical turmoil and economic downturn resulted in the family business, which has grown into an international conglomerate, going bankrupt.  Because dad had invested everything back into his business and in illiquid real estate holdings; he literally lost his wealth overnight.  I cannot image what it feels like to lose the dream that you’d invested 40 years of your life and sacrificed time with family to build.  I don’t want to see this happen to any other family and promised myself that I will do whatever I can to help others thrive and flourish.