Financial Planning for Women and Couples Who Want to Live Well Now and Later

I work with women and couples in Los Angeles, Westside LA, Pasadena, South Bay, and across California — bringing together the full complexity of your financial life into one coordinated plan, so your day-to-day choices and long-term goals are actually working together.

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Retirement Planning

Confidence about when work becomes optional — and how to support your life both now and later.
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Investment Strategy

Portfolio decisions grounded in your goals and timeline, not the latest headlines.
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Cashflow & Spending Strategy

Spend confidently, knowing the long-term picture is accounted for.
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Debt Strategy

Know your options — and the tradeoffs — before choosing a repayment or refinancing path.
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Tax Strategy

Better timing and fewer surprises, built into your decisions year-round — not just at filing.
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Risk Management & Insurance Planning

The right protection in place, sized to your actual situation.
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Estate Planning & Legacy

Clear transitions and less uncertainty for the people you care about most.
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Career & Business Planning

Timing decisions you can feel confident about — before you sign, sell, or scale.

How We Can Work Together

Two ways to engage, depending on what you need right now:

Ongoing Planning – A long-term, ongoing planning relationship for women and couples who want a dedicated thinking partner across all of it: cash flow, investments, taxes, equity compensation, and the significant decisions that come up along the way.

Project-Based Planning – A focused, typically 3-month engagement for navigating a specific transition — a career move, equity event, home purchase, or major life change — with a clear plan behind every decision.

Common Questions About My Services

  • What's included in comprehensive financial planning at Nexa?

    Retirement planning, investment strategy, tax strategy, cash flow, debt, insurance, estate planning, and career or business planning, all coordinated rather than working independently. The goal is that every area informs the others, so any decision gets looked at through the lens of your tax situation, your retirement timeline, and your cash flow at the same time.

  • What does a financial planner do for you?

    A financial planner looks at everything together, not just your investments or your tax return in isolation. That means your retirement timeline, how your equity compensation is structured, what you're paying in taxes and whether there's a smarter approach, how your cash flow actually works month to month, what your estate plan says and whether it still reflects what you want, and how any major decision you're considering fits into all of it.

  • Can I work with you if I only need help in one area?

    Yes. Most people come in with one specific thing on their mind, a job change, an inheritance, an RSU vest, a question about whether they can afford to buy a house. We start there, but we look at it in the context of your full financial picture so nothing gets optimized at the expense of something else.

  • Do you manage investments, or focus on planning?

    Both. Investment strategy is part of every planning relationship, coordinated alongside your retirement timeline, tax situation, and cash flow rather than managed separately.

  • How do you personalize recommendations for women and couples?

    Most financial planning was built around a single-income, single-career household. My clients are often managing equity compensation, business income, career transitions, and family priorities simultaneously, sometimes as the primary earner, sometimes as part of a couple with different financial styles. The plan reflects that reality.

  • Do I need to have all my financial accounts organized before we start?

    No. Most clients come in with statements in different places and a general sense that something needs attention. Once we start working together you'll get access to a client portal where everything lives in one place, and we build that picture together from the beginning.

  • What happens after I schedule a call?

    We start with an introductory  conversation to outline your goals, timing, and what working together would look like before any engagement begins. You can schedule directly here.

One Coordinated Strategy for a Complex Financial Life

Investment decisions affect taxes. Career moves affect retirement timelines. Estate planning shapes long-term security. I connect all of it into one structure so nothing important gets left unaddressed.