What We Do

If you answered no to just one of these questions, you should consider working with us. TechGirl Financial is your resource for investment management, and financial planning. We believe working with you is a partnership. Not only do we care about how your investments will be managed, we want to be a resource for career growth serving women in technology. That’s why you will see our blog articles supporting women in technology, career growth, and financial articles. Your success stories are what keep us motivated, engaged, and excited to work together.

Financial Planning with the use of SMART Financial Goals.

Plans are customized for our clients using Specific, Measurable, Achievable, Realistic, and Timely goals. We cover the following areas:

• Employee Benefits – creating your financial safety net
• Retirement Planning
• College Education Planning
• Social Security Income Planning
• Corporate Benefits (Qualified and Non Qualified)
• Estate/Legacy Planning

Money Management

You work hard for your money and we work hard to make your money work for you.

• Individual IRAs, Trusts, Investment Accounts
• Corporate Benefits – 401(k)s, Profit Sharing, Qualified and Nonqualified Plans
• Annuities/Insurance Evaluations (through affiliates)
• Investment Reviews, Recommendations, and Implementation

Education

We provide education for your worksite or professional organization. Here are some of the topics and programs presented:

• Money Matters At Every Stage
• Martinis, Manicures and Money
• Women and Money: Seven Savvy Secrets to Financial Success
• Economic Updates
• Social Security Optimization