Financial advice for women and LGBTQ professionals that feels like talking to a trusted friend.

Work with an expert guide who gets you.

Lower taxes| Invest mindfully| Maximize equity comp

Financial advice for Women and LGBTQ professionals that feels like talking to a trusted friend.

Work with an expert guide who gets you.

Lower taxes| Invest mindfully| Maximize equity comp

Feeling the weight of managing your finances but not sure who to turn to?

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.

Experience the Confidence You Deserve.

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.

Financial Advice for women and LGBTQ professionals that feels like talking to a trusted friend.

Lower taxes. Invest mindfully. Maximize equity comp. Financial Life Design.

Financial advice for women and LGBTQ professionals that feels like talking to a trusted friend.

Lower your taxes. Invest mindfully. Maximize equity comp. Financial life design.

Ready for a money reset?

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?

who We Help

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.

who We Help

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.

Hi, i'm jenni.

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.

Fiduciary

We always act in your best interest

Independent

No proprietary products. We’re free to look at all the solutions and choose the best.

Fee-Only

No hidden fees. No commissions. See our transparent fee structure.

CERTIFIED FINANCIAL PLANNER™

Standard of excellence for financial planners.

What our Clients have to say

THE PLAN

Step #1

LET’S GET TO KNOW EACH OTHER

It starts with a simple conversation. This gives you a chance to ask questions, share your burning questions, and explore how we can help. If we determine we’re not the right partner for you, we’ll recommend an alternative. 

Step #2

FREE FINANCIAL ASSESSMENT

We review your financial situation and provide an assessment of your strengths, weaknesses, opportunities, and risks.

Step #3

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.

Financial, Career, and Life Insights for Women and LGBTQ Professionals

Financial, Career, and Life Insights for Women and LGBTQ Professionals

who we are

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.