TechGirl Financial

What Will You Do When Your Money Works For You?

Our team focuses on working with Women in Tech to create Investment & Financial Planning roadmaps that lead to a work-optional lifestyle.

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Empower Your Future

We have developed a process to guide you through life's financial complexities and "what ifs?" We'll collaborate with you to build your unique financial roadmap.

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Thriving Together

You are not alone in this journey. Using the latest in financial technology, we'll explore your goals, address your concerns and develop a strong plan together.

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Focus On Your Why

Life moves pretty fast and we'll be there every step of the way to guide you through the decisions affecting your family, career and future.

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Your Financial Roadmap Starts Here

Your financial goals are unique to you, your needs and aspirations. Working together, our community of local financial professionals are here to guide you to better financial decisions. If you need help with RSUs, stock options, tax or estate planning, we have assembled the team to get the job done.

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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

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