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A purple Block Woman jumps for joy with a golden starburst around her head

I Work with Early to Mid Career Clients. Why Did I Get a Retirement Professional Designation?

If you look at our website—and please do! I quite like it—you’ll see that we ask “Are you a woman in your early to mid career in tech?” That’s the
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Block Woman is perched on a tiny green skate board

Maybe You Can’t Retire Yet, But Can You Stop Worrying About Earning as Much?

Some of our clients go through an IPO and come out the other end financially independent. Thirty-five years old, with $10M in the bank? Check. (Technically, not the bank, but
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Block Woman gazes at a jumble of wires and circuit boards. Above Block Woman's head are 2 exclamation marks and 2 question marks.

You Have Millions of Dollars. Perhaps You *Can* Invest in Fancy Investments, But You Needn’t.

We work with plenty of clients who, at an enviably young age, already have a portfolio worth millions of dollars. (Thank you, IPOs.)
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Block Woman, a pinkish triangle block on the left, is tipping slightly towards an upturned black top hat.

Magical (“Magical”) Personal Finance Tactics

Are you tempted to believe that there are magical solutions to your financial problems?
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Block Woman stands next to stack of papers as tall as she is

What Should You Do with Your Giant Pile of Company Stock?

Have you decided you want to do something about all this company stock, but you’re stymied by not knowing how? It’s a giant elephant, and you have no idea how
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Block Women is posed slightly above the ground with white inverted curves behind her, indicating jumping. There are also exclamation marks above Block Woman's head, symbolizing excitement.

What Are You Excited About?

In my business, the whole team (the whole three of us) gather in December for an annual offsite, a full day dedicated to looking back on the year that’s about
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Moving from a Public to a Pre-IPO Company: How Will Your Finances Change?

November 30, 2022
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