How can we work together?
At Go Fish, we'll meet you where you are. There are two ways to work with us:
The
Voyager
Program
WHAT IS IT?
This is our flagship 12-month program. Not only do we help you create the best financial plan for you, but we also turn around and help you bring it to life. We'll dig in with you on all aspects of your plan, checking in regularly to ensure we're making meaningful progress on your goals, adjusting your plan as needed. Something changes in your life? We're there. Need help staying on top of all of your ongoing financial to-dos? We're on it.
If you'd like us to manage your investments on your behalf (flat fee), we're happy to, though this is not required for you to work with us.
Full Financial Plan
12-Month Ongoing Planning
1:1 Planning Support
Investment mgmt (not required)
WHO'S IT FOR?
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People who value a consistent, trusted partner in their financial life. Someone to delegate to, bounce ideas off of and strategize around how to achieve their lifestyle goals
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People with a more complex financial life - Typically with at least $500k net worth and / or a household income of $300k+
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People who are busy and simply don't want to stay on top of their financial to-dos
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People who already have the basics down and are ready for financial planning 201 & beyond
Our Seasonal Planning Calendar
We'll create and support your holistic financial plan plus ensure we cover off on all of your important annual financial tentpoles throughout the year
1
Winter Planning
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Past Year Review
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Annual Goals Planning
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Annual Cash Flow Planning
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Update projections
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Lock in IRA contributions
2
Spring Planning
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Review investment strategy & adjust Investment Policy Statement (IPS)
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Review equity compensation strategy
3
Summer Planning
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Rebalance Portfolio
4
Fall Planning
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Vision, Values, Lifestyle Design Check-in
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Adjust Financial Statement of Purpose
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Open Enrollment & Benefits Planning
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Plan Year-End Giving
Hi, I'm Leah.
Founder, Go Fish Finance
I believe personal finance is a happiness project. You’ll find that my planning and coaching style reflects this foundational philosophy, that great financial planning is actually great life planning. Fantastic financial planning is more art than science. It’s creative. It’s collaborative. It’s human. And in this way, I’ve helped innumerable women and couples manage their money and grow their wealth over time in service of their lifestyle goals.
Amidst a 15+ year career in Silicon Valley big tech and having built a 7-figure real estate portfolio business, I've gone on to become a Registered Investment Advisor and Co-Active trained behavioral coach, helping others create clarity, flexibility and purpose in their lives.
I love the work that I do and I hope we get to work together too!
Let’s do this.
What you can expect from our work together:
Lifestyle, Goals & Habits Planning
Let's design the life you've always imagined. We'll create your big vision, craft strong goals around that vision and build the specific habits and action steps to get you there.
Intentional Spending Plans
You've already tried the crazy restrictive budget and cutting out your favorite lattes. We're not doing that here - mostly because I can't give up my own daily fix and I don't want to be a hypocrite. Welcome to a simpler way to invest, save and spend with purpose. We'll carve out your investing and savings goals, put them on autopilot, and enjoy the rest now.
Investing Strategy
& Education
I value simplicity and cost efficiency in my investing philosophy, which is what you can expect me to recommend to you. I believe the best way to achieve your investing goals is through an easy-to-manage, diversified, low-cost portfolio of index funds and ETFs. I will recommend an asset allocation that aligns with your lifestyle and goals, and I'll explain my process and your strategy as we go so you feel well-informed and confident in your investments! We can address important investing goals for you like education planning, insurance needs, home buying, family planning, childcare, career pivots and more.
Money Mindset & Decision-Making
I take a holistic approach to financial wellness and that means being mindful of mindset and behavior. You will be faced with many important decisions in your lifetime - Let's take stock of how you think and feel about the role money plays in your life and how it can shape your financial decision-making. You'll build confidence in your own ability to make great choices with your money.
Estate Planning
You've worked so hard to build up your wealth - Now let's make sure the intentions you have set for your assets and loved ones are carried out the way you'd like. We'll work with legal professional partners to create an estate plan that works well with your goals.
We might be a great fit for each other if you:
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Make great money but are baffled (and stressed!) by where it's all disappearing to
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Know you probably should be investing but don't know where to start or if you're doing it correctly
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Want to fast track your financial progress and achieve your goals more quickly than you likely could by yourself
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Have tried all of the money apps, books and budgets but still can't create great financial habits that stick
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Want to feel more confident and well-informed in your financial life
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Appreciate a sounding board for your approach and thrive with an accountability partner (and cheerleader!)
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Simply don't know where to start with effectively managing your money
Are ready to create positive change in your life and are open to being coached
Snag our money musings
A bi-weekly(ish) newsletter for women about the matters of money and mind
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