I’m Rachael, and I help Millennial women simplify their financial lives.
Helping you balance your abundant life today with your goals and dreams for tomorrow.
Hi! I’m Rachael Burns, CFP®.
I am a virtual, fee-only Certified Financial Planner® practitioner based in Northern California, serving women all over the US.
I’m passionate about helping women build a better relationship with their finances. It’s time to let go of the emotional baggage and make a plan to achieve your ideal financial life.
What can working with a financial planner do for you?
Educate & Empower
Let’s translate your hopes and dreams for the future into specific, actionable goals. I’ll teach you to use the tools you already have to take control of your financial future.
Grow Your Wealth
By putting your savings on autopilot, managing debt wisely, and choosing appropriate investments, you’ll achieve the finances you need to support your ideal life.
Make Your Life Easy
You’ll have point of contact for all things financial. I’ll help you navigate difficult financial decisions and break it all down for you in simple, relatable language.
You are independent and ambitious, tackling major life decisions on your own.
You’re doing the “right” things: you have a good job, you keep your spending (mostly!) under control, and you even have some savings built up. So why do you feel so anxious about your financial future? You’re still not convinced that you’re on the right track.
You’re perfectly capable, but you just haven’t had the time or energy needed to sit down and tackle your finances. And you feel guilty about it.
You wish you had someone who could make your financial life easier. A financial partner who will advocate for you, guide you through important decisions, and empower you to take control of your finances. An expert who can break it all down for you without overwhelming you, talking down to you, or boring you to death.
- A clear understanding of your finances so you know exactly where you stand.
- A simple action plan to get you on track towards your goals.
- To feel confident in all of your financial decisions
- Support and encouragement from a financial expert.
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