I have a full roster of roles in my life as a mother: Keeper of cleanliness, provider of nourishment, principal cheerer-upper, fixer of boo-boos, birthday party planner, and organizer-in-chief. Some of these things I like to do, cooking principally, and others I do because they need to get done. Cleaning – I’m talking to you. Read More
If you’re a woman in tech, you’re likely interested in Socially Responsible Investing. You’re affluent, highly educated, and female. The exact demographics most interested in SRI. Which is to say, my clients.Read More
If you’re anything like my husband (smart, tech savvy, but jaded about the financial industry and utterly uninterested in the nuts and bolts of personal finance), Employee Stock Purchase Plans (ESPPs) might strike you as unnecessarily complicated and surely they must be trying to trick you, right?
I have been surprised by some recent conversations with potential clients. And while they were certainly instructive for me, I thought they’d also be instructive for You Out There, you who might be wondering if you need or deserve a financial planner.Read More
I recently read the book Essentialism: The Disciplined Pursuit of Less, by Greg McKeown. To vastly simplify it: time is a finite resource, spend it well. As I read it, I was struck by how this book’s philosophy and recommendations translate darn near exactly into effective financial planning. Read More