Modern Financial Advice for Ambitious Women
Meet The Team
Beth Williams, Founder & Lead Financial Planner
I’m a business owner, financial planner, and tax nerd at heart. I’ve spent the past 15 years working in various roles in finance, including at Google. I obtained my MBA at UC Berkeley’s Haas School of Business and I’ve been featured in publications like the Washington Post.
My parents divorced when I was three, and I saw my mom struggling with her finances as a child. This sparked an early interest and passion for personal finance. Educating myself changed my life and ultimately led me to start my firm to help other women do the same. I take a “life planning” approach in my work with clients, which mean we focus on helping you optimize your money, time, and health.
When I’m not building a new spreadsheet, you’ll find me dancing Cuban Salsa, hiking around the Bay Area, or tinkering with new recipes in the kitchen. My goal is to help you allocate time and money for the things you love too.
Let’s get your financial life organized and optimized.
I know your world, inside and out.
As a woman formerly working in tech, I’ve walked a mile in your shoes.
You’ve been focused on growing your family and/or your career. You’re now making more money than you used to. And you feel like you could be more strategic with your finances.
I can help you reduce your mental load and build long-term financial security.
Together we can optimize your RSUs, prevent tax surprises, and plan for your children’s education.
