Women and Wealth
Take Charge with Confidence
Creating a financial plan aligned with your life goals may feel overwhelming, we don’t think it should be that way. The financial needs and perspectives of women are different from men. Your aspirations and motivation to preserve, grow and share your wealth are personal.
Savings Strategies for Female Professionals
When your career accelerates, the way you are compensated becomes more complex.
All sources of your compensation (salary, bonus, RSUs/stock grants) need to be considered to ensure your plan is tax-efficient while current and future cash-flow needs are met.
BASE SALARY
This is the easiest form of income to incorporate into your financial plan. It is predictable and established when you begin with your employer.
BONUS
Your bonus is typically less predictable type of income and is often based on your performance as well as the company’s.
RSUs
RSUs vest over time and can make up a significant portion of your total compensation. RSU income is taxable and requires significant planning.
Saving for You and Your Family
Together, we look at your total compensation structure and align it with your long-term goals.
With a thorough understanding of your compensation, employer benefits, and other sources of income you will be better prepared to meet your financial needs and the needs of your family.
LIFESTYLE GOALS
Plan a special vacation, give to your favorite charity, or feel peace of mind knowing that you are building towards your future goals. If it brings you joy, it needs to be a part of your plan.
YOUR PLAN
Your long-term goals may include saving for college, purchasing a home, and/or saving for retirement. Our role is to listen, prioritize what needs to be done, and execute on your plan.
YOUR TIME
You don’t want to spend your time trying to build a financial plan, that’s our job. But we can’t do it without you. We respect your time and ask the right questions — then go to work for you.
COMMUNICATION
We want you to understand how your plan works and how changes will impact you. Regular communication is essential for earning and maintaining your trust.
A Team that Relates to You
The financial industry has been dominated by men and we feel strongly about breaking that mold.
Meet the women who play a critical role in serving our clients and managing our team.
Saloni
Gupta, CFP®
Lead Advisor
Courtney Gehrmann, CFP®
Associate Advisor
Katelynn Toth, CFP®
Associate Advisor
Rachel Clawson, CFP®
Associate Advisor
Samantha Torres, CFP®, CLU®
Associate Advisor
Kaitlynn Burnett, FPQP®
Client Service Associate
Lisa Harper
Senior Client Service Associate
Christina Sylvester
Director of Marketing
Marisol Fung, CIMA®
Director of Portfolio Management
Tiffany Shafer
Director of Client Service
Reach Out With Questions
Your time is valuable. If you prefer to reach out via email, use the form to send us your questions.
Your questions will be received by our advisors:
Aaren Strand,CFP®, Angela Sorensen,CFP® and Saloni Gupta,CFP®
We will be sure to respond to you.
We’d Like to Hear from You
Transparency and Trust
As Fee-Only Fiduciaries, we want you to be confident that we always operate with your best interest in mind. Our fee-only compensation model (no commissions) means that we receive payment for our services from only one source — you.
Recently Published
Promoted to Level 67 at Microsoft?
Saloni Gupta, CFP®
Now that you have been promoted to Level 67 at Microsoft, you’re eligible to participate in the Microsoft Deferred Compensation Plan (DCP). ... read more
The 529 Plan: An Investment in Education
Aaren Strand, CFP®
A 529 plan is a tax-advantaged savings plan designed to help families save for future college expenses.
.… read more
Understanding the Complexities of Microsoft DCP
Aaren Strand, CFP®
Navigating Microsoft’s Deferred Compensation Plan (DCP) can be as challenging as it is beneficial…. read more
What is a Restricted Stock Unit (RSU)?
Angela Sorensen, CFP®, ECA, MBA
Restricted stock units (RSUs) are a type of equity compensation offered by many companies in the PNW.… read more
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Focused on your needs, we provide comprehensive financial planning and investment advisory strategies for individuals and families. We’d love to hear from you.