Modern Financial Planning for Women in Tech

Hi, I’m Beth!

I help ambitious women in tech optimize their finances.

Would you like to buy a home, better understand your stock compensation, or make a plan to retire early?

I can help you gain financial confidence and clarity.

ABOUT ME

Our clients work at these companies & more:

Our Services

One-Time Financial Plan

A financial check up — get a clear list of action items for your financial life.

Ongoing Financial Planning

Ongoing annual support covering all areas of your financial life.

Corporate Workshops

Educational sessions that build culture and improve employee engagement.

Join the conversation on Instagram

 
Introducing the newest member of the Future Wallet team! 👶🏻 Meet our little girl - Autumn, who was born on December 17th 💛 “Maternity leave” looks different when you run your own company. The accounting books still need to be done ea
We’ve got less than 5 weeks left until we meet our little one! It’s no joke to be growing a tiny human and a small business at the same time 🙂 I so appreciate this community and my clients support. This year has made me immensely gr
Our Future Wallet family is growing! 👶 2024 has been one for the books - in January, Future Wallet became a registered investment advisory firm, and I started offering financial planning services to clients nationwide. I’ve now worked with mo
So you got your 2024 Award Letter in Prosper — now what?!  Come talk financial planning for Googlers with Beth Williams, a Xoogler and Founder at Future Wallet, a financial planning firm for women in tech.  This March & Apri