Introducing Worthique, a financial roadmap guide.
Get accessible and personalized financial advice in-person or from the comfort of your home.
Our approach
We guide women & their families to take control of their financial future. Through education and personalized strategies, we'll work together to build your path to achieving your goals and a fulfilling retirement. Every woman and their families deserves to feel confident about money decisions - let's make that happen!
Relax. Let's talk about your future over a cup of tea.
Let's discuss your financial future in a way that works for you, whether it's virtually or in a convenient location near us over coffee. No pressure, just personalized guidance and meaningful conversation.
Remote or in-person options
Located near San Francisco, but we meet virtually, so you can connect from anywhere.
Fiduciary Standard
We are legally bound to always act in your best interest, putting your needs first in every decision and recommendation.
Registered Investment Advisor
As an RIA, we are regulated by state securities authorities and held to the highest standards of transparency and client service.
Fee-Only Advisor
We are compensated solely by our clients - never through commissions or product sales. This ensures transparent, conflict-free advice.
Independent Advice
Unlike broker-dealers, we don't sell products or earn commissions. Our only focus is providing objective financial guidance.