Jane Financial, LLC
You're a Superstar Gen X Woman. You’ve worked hard and ascended to a mid-level or senior role at a public (or soon-to-be-public) Bay Area company. You’ve dutifully contributed to your 401(k) over the years. And you have a basic understanding of your equity compensation, whether stock options, RSUs, and/or ESPP.
I work with high-earning women who are ignored by traditional financial advisors. These advisors require a hefty minimum portfolio ($1M is common in the Bay Area), and the financial advice is often limited to your investments. Instead of charging a percentage of your portfolio, I charge a retainer that's based on your income and net worth. And instead of focusing solely on your investments, I provide comprehensive financial planning and tax return preparation. My goal is to provide value that exceeds the fee.
To learn more about my areas of focus, download my free guide, Preparing for an IPO Financially and Emotionally. You'll also receive my monthly blog digest, which includes informative articles on the common financial planning topics that my clients face, including equity compensation and taxes.