Stop living
for someday.
Financial planning for curious overthinkers and people with a pension.
Book a free intro callAccepting 2 new clients per month.
If any of this hits home,
you're in the right place.
You've read the articles. Listened to the podcasts. You still don't know what to do with your money. That's because generic advice wasn't written for your life.
You're drowning in research
You have the information. You still can't pull the trigger. You need someone to cut through the noise and think through the next step with you.
You're considering a leap
Burned out and wondering if you can afford a career change, sabbatical, or downshift — and what that would actually look like.
Your life doesn't fit the template
You're building chosen family and wondering how to structure finances when traditional advice doesn't fit.
Your brain works differently
And you've felt judged in the past for this. You want someone to test out money systems that work with your brain, not against it.
You have a pension
And no idea how it fits into the rest of your retirement plan, including if you could retire earlier or make a career change.
You want to stop winging it
You're contributing to retirement accounts but wonder if you're actually on track, or leaving money on the table. You want someone to translate the numbers and how they fit your life.
Turn uncertainty
into action.
"Will I have enough to retire comfortably and do the things that bring me joy?"
We'll model your complete retirement picture — pension, savings, and dreams — so you know exactly what's possible.
"I can't spend without feeling guilty — how do I have a better relationship with money?"
We'll explore where those feelings come from and build spending guidelines that actually feel good.
"I'm burned out and thinking of a sabbatical — how can I do this responsibly?"
We'll run the numbers so you can take that break with confidence, not anxiety.
"What does it look like to align my spending and investing with my values?"
We'll explore how values show up in your complete financial life — from daily spending to banking and investment choices.
"Am I missing any opportunities to save on taxes?"
We'll optimize your complete tax strategy, from retirement contributions to investment accounts.
"What's sustainable when multiple people in my life need financial support?"
We'll create boundaries and systems that let you help others without jeopardizing your own security.
Start where
you are.
From civil service
to financial guide.
Hi, I'm Korinne - a fiduciary CFP® and Accredited Financial Counselor®. I believe money should support your version of a good life — not just someday, but starting now.
If you have a CalPERS or CalSTRS pension, I know those systems from the inside as a former legislative analyst specializing in state pensions. I can help you make the most of your benefits, even if your life path leads you out of the public sector.
I'm part of the queer and neurodiverse communities, and I understand what it means to build chosen family and create a life on your own terms.
As quoted in U.S. News & World Report and Financial Planning
Let's talk about where you are
and where you want to go.
Book a free 30-minute intro call. No pitch, no pressure — just a conversation.
Book a free intro call