"My mission is to help individuals fully align aspects of their financial journey with their life's purpose. One that leads to true prosperity." - E.S.
Legacy Exploration, Philanthropic Direction, and Account Reconciliation: these are the tool guides for healthy prosperity. But, how? Emily helps by beginning a conversation about your legacy and the people, causes, and values in your life to help preserve prosperity. In addition, Emily's mission is to help people find fulfillment and joy in their philanthropic choices and achieve their definition of success. She works closely with you and others of your choosing to develop a philanthropic plan that is tied directly to your goals, values and passions. Last but not least, Emily can help you become a more astute and engaged manager of your financial future. Would you like coaching and assistance on how to reconcile your accounts, create a budget, and build spreadsheets that will give you a clearer sense of your financial picture? By demystifying the account reconciliation process, Emily helps her clients to take control.
2288 Broadway St., San Francisco (CA), 94115, United States