Worthique, LLC

Worthique is a fee only financial planning firm founded by Gitanjali Kumar, CFP®, serving women and their families in the San Francisco Bay Area and virtually across the United States. We work with women who are taking greater ownership of their financial lives, whether they already lead their household’s financial decisions or are stepping into that role for the first time and want a knowledgeable partner beside them. Our clients include women who are the primary financial decision makers in their families, and women who are ready to make their own financial future a priority. We support clients through every stage, from building and managing wealth during their working years to preparing for and living confidently in retirement. Our comprehensive financial planning includes investment management, stock option planning (RSU, NQSO, ISO, etc), tax planning, retirement income, Social Security, healthcare planning, insurance, and estate planning coordination. As a fee only fiduciary firm, Worthique is compensated solely by its clients and does not receive commissions or compensation from product sales. Our goal is to help women make informed financial decisions, feel more in control of their money, and build lasting financial independence.