Modern Family Finance

Modern Family Finance is a fee-only financial planning firm that works with mid-career professionals on tax planning, investing and financial independence. Its focus includes tech employees with RSUs, ESPPs and stock options, self-employed people, women, and LGBTQ+ families. The firm offers tax-aware equity compensation planning, diversified tax-efficient portfolios and help with questions like solo 401(k) versus SEP IRA. Its planners hold the CERTIFIED FINANCIAL PLANNER designation and are fiduciaries.

The process starts with a short introductory call, followed by a free financial assessment of strengths, weaknesses, opportunities and risks. Ongoing planning is available for clients who hire the firm. The office is at 1999 Harrison St in Oakland, and the firm serves clients in the Bay Area, with a focus on tech workers in the region.