Jane Financial, LLC
I work with Gen X women whom I call “Humble Female Superstars”. You’ve worked hard and ascended to a Director or VP level position at a leading Bay Area public company like LinkedIn/Microsoft, Clorox, and Visa. You’ve dutifully contributed to your 401(k) over the years. And you have a basic understanding of your equity comp, whether ESPP, RSUs, or stock options.
Women contact Jane Financial because despite their high income, they’re ignored by traditional financial advisors who make money based on the size of your portfolio. And if you do meet a portfolio minimum, oftentimes the advice is limited to investments rather than a holistic view of your complete financial picture. Instead of a percentage of a portfolio that must meet a minimum size, I charge a complexity-based retainer. My goal is to provide exceptional service and value that exceeds the fee.
To learn more about the common blind spots that Superstar Women often miss, download the Single Professional Woman's Guide To Personal Finance.