Approach your financial future with thoughtfulness and intention. Clarity can help you frame your choices, understand your options, and get started on your path to financial independence. You choose the direction; we help you find the way there.

Please join me at these two upcoming free events, sponsored by the San Francisco Public Library. Watch SFPL.org for more details, or check back here. I’ll share the Zoom links when they’re available.

All About Roths: Friday, January 9 at 12:00 noon Pacific Time

Taxes: How to Stay Out of Trouble: Thursday, March 19, 2026 at 12:00 noon Pacific Time