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Meaningful Money Management

Meaningful Money Management

Meaningful Money Management

Meaningful Money Management

Meaningful Money Management

Meaningful Money Management

Meaningful Money Management

WHO WE SERVE

 

 

Citizens of the World

You live in the US.  You may have assets and investments and/or legal and financial ties to other countries. Maybe you are a U.S. person (Citizen/Green Card Holder/other) living outside the country and need help with your U.S. finances, as well as coordination between various countries with different legal and financial rules. We are experienced in working with cross border matters and are here to assist you.

 

Women

You may be married, single, widowed, or divorced and you want your own financial planning. You want to be in control of your finances and seek help and guidance to make sure you do it right. Whether you have a partner and prefer to manage your assets separately, or whether you are on your own and would like a helping hand, we are there as a guide, a sounding board and an educator.

 

Tech Professionals

You live and work in Silicon Valley. You may have a family or be on your own. While enjoying the high-earning, cutting-edge career opportunities, you worry about downsizing, layoffs and age discrimination. Your family also feels the intensity of the Bay Area with competition at all levels of school and work. You’d like to be prepared for unexpected job loss or a start-up that doesn’t. Or you envision taking a break with a sabbatical, early retirement, or perhaps cashing out of this lifestyle. Values and priorities important to you are tested. You would like to align your values with your financial choices to achieve freedom to spend your time on what really matters to you.

 

Self Employed Individuals

You own a business or work as a contractor. You have different needs than a salaried worker. While you have more flexibility, and certain advantages over employees, you must watch out for pitfalls.  You may need more tax strategy than most as well. You wish to maximize your benefits and retirement plans, and invest wisely for your specific situation so that you are on track to meet your goals.

 

Medical Professionals

You have studied long and hard to get where you are. Now you want to practice your profession in a satisfying manner and live well while thinking ahead to your future goals including retirement. You may need help with insurance matters, as well as tax guidance and smart investing strategies. You may have some student debt that you are aggressively paying down. We collaborate with you to make sure you stay focused on where you want to go despite your busy lifestyle.