Because I did have a financial plan in place and had made good investment decisions – when I was suddenly widowed with two young children in 2000 — I was able to go forward and provide a stable life for my family. I have a special focus in my practice for single women – especially women in transition through divorce or widowhood.
I provide flat fee, hourly, and fee-based planning and investment management. I serve individuals and small business owners throughout the San Francisco Bay Area — from Santa Cruz to San Francisco, Silicon Valley and the East Bay.
- TAX STRATEGIES
- INVESTMENT PHILOSOPHY