We are your financial advocate and partner, ensuring you make the smartest decisions with your money, giving you the confidence to do more of what you love and less of what you don't.
You are amazing at what you do for a living, but personal finance has always fallen to the side because you didn’t have the time or, if we’re being honest, the interest in doing more than deferring to your 401k and saving diligently. You want to understand what you have, be more organized, and have a plan going forward. And you don’t want to be in charge. That’s where we come in!
You love your job and you have made more money than you imagined possible. But you are daydreaming about what’s next. Maybe it is pursuing a different professional challenge or one that demands less time. Maybe it means sitting on a beach eating bon bons reading a good book. Or maybe it is something in between. Whatever the next phase of your life looks like to you, we give you a solid, actionable financial and investment plan to make your life easier and help you reach your goals in life FASTER.
The rumors of your startup going public are finally becoming a reality. There is no shortage of advice from colleagues and friends. You are overwhelmed by all the noise. You want professional guidance on what to do and how to best exercise your options. We help clarify what is important to YOU.
The alphabet soup of equity compensation is Just. Too. Much. You think you are doing the right things, but you are uncertain. You know there are important tax considerations, but you don’t know what. Let us up-level your game.
Hi, I’m Betty, the founder of BW Financial Planning. We'll be your fiduciary financial guide so that you can spend more time enjoying your life and less time worrying about your finances.
This is about YOUR vision. You have permission to dream big. We meet you where you are and help you put the financial pieces in place to move towards making your vision a reality.
Once you are clear on what you want in life, the financial decisions will follow. We explore your money story because emotions drive our decisions, especially when it comes to money. We help you get out of your own way.
Investing is only part of the financial picture. We ensure that the other important pieces of your finances like your taxes, employer benefits, insurance, and estate planning are sound. We help you avoid common, but costly, financial missteps.
No commissions. No hidden fees. Candid, trustworthy financial advice that isn’t clouded by the motivation to sell you financial products.
Your goals evolve. Financial landscapes change. The universe drops something unexpected in your lap. As life happens, we are here to provide you with support and sound advice in your best interest. As a fiduciary, we are legally bound to ALWAYS act in your best interest.
On your journey to financial independence, we want you to live today while planning for tomorrow. Financial wellness is knowing what you have, knowing where you’re headed, and feeling good about it.
Feel confident that you are making smart decisions about your money.
Enjoy your life now while planning for tomorrow
Sleep well at night knowing that your financial future is secure
Have a financial guide and advocate in your corner to support YOUR vision for life
Understand your equity compensation (RSU, ISOs, NQSOs, PUPs) and develop a strategy
Not worry about confusing pricing, hidden third-party payments, or sales pitches