Back when I was a tech employee, my partner and I looked for someone to help us navigate our finances. We worked with three different financial advisors over the years, but never felt like any of them “got” us.
When your life and dreams look different, standard advice might not resonate. But going at it alone can be stressful and expensive if you miss out on wealth building opportunities.
We started Modern Family Finance to give our community life-centered financial advice so that you feel supported and excited about your future.
Your mid-career years are full of big financial decisions. You want to change jobs, have lifestyle flexibility, buy a (bigger) house, raise your family, support your parents, start a business, travel around the world, and oh – you’d also like to make sure you can retire at some point. How we help:
LOWER TAXES
Get proactive on taxes, one of your biggest lifetime expenses. We’ll work with your tax professional to streamline the process.
INVEST MINDFULLY
Your investments are key to reaching your goals. We offer personalized, diversified, tax-efficient portfolios designed to stand the test of time.
MAXIMIZE YOUR EQUITY
Got RSUs, ESPPs, or stock options? Make smart tax-aware decisions with your equity comp.
FINANCIAL LIFE DESIGN
We take you through a heart-centered process to connect the dots between your financial realities and the life you long to live.
You’ve got a good income and you’re saving.
But when can you start living and working on YOUR terms?
How much do I need
to save to have
enough?
How do I invest in a
way that feels
aligned?
Help! How can I be
more tax efficient?
When can I afford to
do that “thing” I’ve
always dreamed of?
You have a vision for the life you want to live. We help you design and execute on a financial plan to make it possible.
We need our money to last longer. Yet women earn less, invest more conservatively and feel more stressed about money than men. Let’s change the statistics.
How we define our relationships. How we build families. Where we choose to live. Who we can and can’t depend on for support. Our practice specializes in the unique needs of our community.
You have a vision for the life you want to live. We help you design and execute on a financial plan to make it possible.
We need our money to last longer. Yet women earn less, invest more conservatively and feel more stressed about money than men. Let’s change the statistics.
How we define our relationships. How we build families. Where we choose to live. Who we can and can’t depend on for support. Our practice specializes in the unique needs of our community.
You’ve got RSUs, ESPPs, or stock options (or some combination). We help you make a plan that manages for taxes and concentration risk.
Self-employment tax. Solo 401k or SEP IRA. S-corp or sole prop. Deductible expenses. There’s so much to consider when you’re the boss. We’re here to help.
What’s your “number?” Figuring out a path to get there is half the battle. Finding the courage to make the leap once you’re there is the other half.
I’m a CERTIFIED
FINANCIAL PLANNER™ and former tech professional on a mission to transform the way we think about money and work.
I spent 15 years in tech, most recently as a director at a Fortune 500 company in Silicon Valley. Lisa, my spouse, served as a social worker in the public health system. We had good jobs, but we wanted more – more time, flexibility and purpose-driven work. Financial planning afforded us the freedom to make the leap from salaried security, take our family around the world, and pursue dream ventures from filmmaking to bicycle rides.
It’s now our mission to help others make their dreams a financial reality.
We always act in your best interest
No proprietary products. We’re free to look at all the solutions and choose the best.
No hidden fees. No commissions. See our transparent fee structure.
Standard of excellence for financial planners.
Casey and Jesse have thriving careers and two sons, age 3 and 5. Their challenge: Figuring out how to balance it all.
Casey is a marketing manager at a startup that recently went public and Jesse is a software engineer for a large established tech company. They both are doing well at their jobs, but the daily grind is wearing them out…
CONTINUE READING
After two successful decades in corporate HR, Drew feels unfulfilled in her career and dreams of making a change. Their challenge: Taking a career risk while maintaining her family’s financial security
She’d like to explore a career change that would bring her back to why she chose her field in the first place: to help create well-being for people. Yet she’s a single parent to her 12 year old daughter – wouldn’t leaving her stable high-income career be irresponsible?…
CONTINUE READING
Morgan and Santiago don’t want to wait until retirement age to leave corporate life and start a new
CONTINUE READING
LET’S GET KNOW TO EACH OTHER
FREE FINANCIAL ASSESSMENT
We review your financial situation and provide an assessment of your strengths, weaknesses, opportunities, and risks.
PERSONALIZED ONGOING ADVICE
Hire us and together, we’ll develop a financial plan that gets you to where you want to go. Success is driven by consistent, proactive decisions over a long period of time. Consider us as your trusted guide and accountability partner.
We are a modern family from San Francisco. Jenni is a financial advisor and provides fee-only comprehensive financial planning. Previously, she worked in tech where she was named “Hero of the 500s” by Fortune Magazine for her corporate and community contributions. Lisa is a licensed clinical social worker who heads operations.
1999 Harrison St
Suite 1800
Oakland, CA 94612
415-295-6206
Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name, Modern Family Finance, LLC. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
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