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.

Thanks to everyone who showed up recently for “All About Roths” and “Taxes: How to Stay Out of Trouble.” Please join me at this upcoming free event, sponsored by the San Francisco Public Library.

Best Retirement Plans for YOU: Friday, April 2, 2026 at 2:00 p.m. Pacific Time Register here: https://sfpl.org/events/2026/04/02/presentation-best-retirement-savings-plans-you

And if you prefer in-person financial literacy workshops, see below for my upcoming schedule with the San Mateo County Libraries, from May 12 to July 11, 2026