Modern Financial Advice for Ambitious Women
Meet The Team
Beth Williams, Founder & Lead Financial Planner
I’m a business owner, financial planner, and tax nerd at heart. I’ve spent the past 15 years working in various roles in finance, including at Google. I obtained my MBA at UC Berkeley’s Haas School of Business and I’ve been featured in publications like the Washington Post.
My parents divorced when I was three, and I saw my mom struggling with her finances as a child. This sparked an early interest and passion for personal finance. Educating myself changed my life and ultimately led me to start my firm to help other women do the same. I take a “life planning” approach in my work with clients, which mean we focus on helping you optimize your money, time, and health.
When I’m not building a new spreadsheet, you’ll find me dancing Cuban Salsa, hiking around the Bay Area, or whipping up new recipes in the kitchen for my family. My goal is to help you allocate time and money for the things you love too.
Let’s get your financial life organized and optimized.
I know your world, inside and out.
I work with clients with big responsibilities at work and at home.
You are leading teams, managing projects, and juggling childcare, your marriage, aging parents, and everything in between.
From the outside, it might look like you have it all together.
But quietly, you're wondering: "Am I being as strategic with my money as I could be? Am I making the most of this high-earning chapter?"
I take a supportive, educational approach to financial planning -- no judgment and no jargon. Together, we create a clear plan so your money starts working as hard as you do.
Growing your wealth will give you the confidence and the freedom to make the best life choices for yourself and your family.
