STEM Professionals
A STEM Background, Your Financial Advantage
- Earned degrees in Physics from Princeton University and Astrophysics from Caltech.
- Spent 30 years in the defense industry designing systems and managing large-scale technical programs.
- Helps STEM professionals distill the multiple financial options available to them into clear, actionable plans and make future financial decision easier.
Turning Financial Knowledge into Financial Clarity
STEM careers often come with unique financial opportunities and complexities—ranging from variable compensation and stock options to specialized retirement plans and pensions and irregular career paths. Ann combines her up to date financial knowledge and training with her systems background to engineer a plan that brings everything together into a robust design for your financial future. A plan that uses the resources you have to meet your future financial requirements, takes into account all the regulatory constraints that might apply, and includes risk mitigations to anticipate the unknowns that might derail your progress.
Maximizing Compensation Packages
From stock options and bonuses to benefits selection and pension optimization, Ann helps you make informed choices that enhance both your immediate and long-term financial well-being.
Strategic Tax Planning
Ann develops tax-aware strategies for equity compensation, retirement contributions, and investment decisions to reduce your lifetime tax burden.
Planning for Career Transitions
Whether you’re launching a business, pursuing a new opportunity, or preparing for early retirement, Ann can help you navigate change with confidence and clarity.
A Plan Designed Around You
No matter where you are on your financial journey, we’re here to listen, analyze, and help you take the next steps with confidence. Together, we can transform your goals into a personalized financial plan that aligns with your life.
Addressing the Unique Needs of STEM Professionals
Ann’s services are designed to address the unique financial situations that STEM professionals face. She helps you evaluate and optimize equity compensation packages, choose benefits that align with your goals, plan for taxes on bonuses or stock sales, and prepare for career changes or early retirement. Through detailed cash flow analysis, investment strategy design, and coordinated retirement planning, Ann ensures your financial plan supports both your professional ambitions and personal priorities.
Stand-Alone Financial Planning
Full Service Wealth Management
Financial Advice STEM Professionals Can Trust
As a professional in a STEM field, what you know matters, so it often feels like you should know everything about everything. But the world of money is a different place, one filled with complicated and ever-changing rules and regulations, unpredictable free market behaviors, reams of products claiming to be the next big thing you must have, and a myriad of talking heads all trying to get you to react. And no one taught you about it in school.
That’s why you need someone like Ann, someone who gets you because she is you, to help you navigate through it, tuning out the noise and focusing on what really matters. Someone that understands the type of detailed questions you are going to want answers to and has already asked them herself. Someone ready to geek out on the underlying principles of how to build a good investment portfolio. Someone who digs deep into what the financial planning software is actually doing behind the scenes when it projects what your financial future will look like. Someone you can trust to have brought the same level of expertise and skill to their financial services as you bring to your professional career.
STEM-Savvy Planning
Ann is a financial planner who understands your compensation structures, benefits, and career dynamics, including how to plan for entrepreneurship or FIRE.
Integrated Strategy
Ann integrates investment management, tax planning, and long-term goal setting into one cohesive plan tailored to your ambitions.
Inclusive, Judgment-Free Advice
Whether you’re just starting out, mid-career, or nearing retirement, you’ll get guidance that respects your priorities and supports your vision for the future.
STEM Insights
Stay ahead of the curve with financial insights tailored specifically to STEM professionals on our “Ann-splaining” blog.
Get In Touch
Want to know more? We offer a free, no obligation, “Get Acquainted” meeting to share what you are looking for and what I do to see if there’s a match. Contact us by phone or email, and tell us more about yourself and your financial concerns, and we will get back to you!