Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Individual plans start at $2,500 and include a one-year engagement. Pricing is based on the complexity of the planning needs and will be provided after an initial consultation and review of your situation.
total Individual plans start at $1,750 and include ongoing Investment Management Services (investment selection and monitoring). Account costs are based on the total of Assets Under Management (AUM) and range between 0.75% - 1.5% of the total value of the account. Investment trades and changes are included in the cost and disclosed in advance of investment selection.
Registered Principal/Founder, Investments
Owner, speaker, educator, and CFP® Practitioner, Kim advises tech professionals and their families who aspire to a "Work Optional" lifestyle. Transitioning clients from a "need to work" position to a financially independent one...
Co-Founder, Head of Marketing and Investment Advisor
Victor is a financial services and wealth management leader with a passion for digital innovation. Drawing from diverse industry experience across competitive and fast-paced environments, he combines strategic vision and creative...
Operations Manager and Registered Paraplanner
Christinia Sardam is a highly experienced financial professional with the Financial Paraplanner Qualified Professional(TM) designation from the College for Financial Planning. She has over 10 years in the business. Christinia will be...
Client Services Intern
Mika Gaxiola is currently a Junior attending the Berklee College of Music in Boston studying music production. She is a talented vocalist and creator of the TechGirl Financial podcast theme song.
Nano SuperDog joined the TechGirl Financial team in 2018 and helps with client relations and overall good vibes.
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