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.

Free Presentations

Next live presentations:

“Your Financial Golden Years” in San Carlos on Thursday 6/12 or in Foster City on Saturday 6/14/2025, both at 11:00 a.m., and “The Better-Than-Nothing Estate Plan” in Brisbane on 6/14 at 2:00 p.m.

Doing your own taxes this year?

Download my new “Tax Return Checklist for DIYers.”

Please join me for one (or more) of these free, live-in-person, financial planning workshops at the San Mateo Public Libraries this spring!