We are a modern family from San Francisco. Jenni, a former tech executive recognized by Fortune as a “Hero of the 500s,” is now a CERTIFIED FINANCIAL PLANNER ™. After using financial planning to gain the freedom to leave salaried jobs, travel the world, and pursue dream ventures, we’re on a mission to help others turn their dreams into financial reality.
But before we say more about us, let’s talk about you. We’re guessing we have a lot in common.
You want more time for the people you love.
You crave the freedom to choose purpose over paycheck.
You have big dreams, but making the money work feels overwhelming.
But maybe you:
Wherever you are with your finances, you can get more from your money.
Instead of letting money define our worth, we can use it to create a fulfilling life. More money is nice, but true wealth is knowing you have enough, do enough, and are enough.
Jenni thrived as a business director at a Fortune 500 tech company, but sacrificed time, energy, and well-being to long commutes and endless meetings. Lisa, a psychotherapist as San Francisco’s most prestigious hospital, enjoyed her meaningful work but faced student debt in a city that felt financially out of reach. We thought we were failing at life—until we realized we weren’t alone.
We blamed ourselves, thinking we must just be doing a poor job of managing life. But then we came across an NYT article titled Stressed, Rushed, and Tired: Portrait of the Modern Family. That’s when we realized that our experience was the norm.
We needed to find another way. We began imagining a life where…
That’s when we discovered the power of financial planning—not just budgeting hacks, but a strategic, long-term plan aligning money with values and goals.
We created our Family Freedom Manifesto and took action:
Even high-earners feel stuck—working long hours, juggling responsibilities, and wondering if financial security will ever be enough. But what if true freedom wasn’t about earning more, but using your money better?
Too often, fear drives financial decisions, keeping us in cycles of overwork and delay. But intentional financial planning can turn money into a tool for possibility, not limitation.
For us, clarity changed everything—giving us the confidence to design a life of purpose, adventure, and freedom. Now, we help others do the same.
Your money should work for you, not hold you back. Let’s create a plan that aligns your finances with your dreams so you can step into the life you truly want to live.
Location
For our clients’ convenience, we conduct meetings virtually. While our home base is in San Francisco and the Bay Area, we proudly serve households across the U.S. and internationally.
Mailing Address
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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