Modern Financial Planning for Women in Tech
Hi, Iām Beth!
I help ambitious women in tech optimize their finances.
Would you like to buy a home, better understand your stock compensation, or make a plan to retire early?
I can help you gain financial confidence and clarity.
Our clients work at these companies & more:
Our Services
One-Time Financial Plan
A financial check up ā get a clear list of action items for your financial life.
Ongoing Financial Planning
Ongoing annual support covering all areas of your financial life.
Corporate Workshops
Educational sessions that build culture and improve employee engagement.
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