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.
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I love the work that I do and I hope we get to work together too!
Let’s do this.
How can we work together?
At Go Fish, we'll meet you where you are. There are two ways to start working with us:
Explorer Program
This is a 3-month deep dive program to help you organize your full financial life, set and make meaningful progress towards your goals. We'll work together to co-create a lifestyle, spending and investing plan you're actually excited about bringing into your life. You'll do a bit of homework before we chat so I can pull together a specific plan that fits your lifestyle and needs, then we'll take your plan for a test drive and make adjustments over the course of our 3 months together. Our shared goal is to make sure you walk away with the strategy and systems you need to effectively manage your financial life on your own. This is perfect for women & couples looking to jumpstart their wealth-building journey then manage it on their own. Think of this as your financial bootcamp.
Voyager Program
This is a 12-month program designed to help women and couples dig deeper into their lifestyle goals and financial lives. You're busy and don't have the time or interest to manage your financial life on your own. We get it - Let us help support you. In this program, we'll check in regularly to stay on top of all of your annual financial planning tasks, ensure we're tracking towards the right goals, and make any necessary plan and portfolio adjustments as we go. We're available anytime to answer all of your biggest financial questions and support you through the many seasons of your life. This program is typically best for folks with more complexity in their financial lives, who have a $500k+ net worth or make a $300k+ annual household income. If you're not sure if this program is right for you, you can absolutely start as an Explorer and bump up to a Voyager later.
The Explorer Experience
We'll work closely together for three months over the course of multiple Zoom sessions, digging into all aspects of your current and ideal lifestyle and the ins-and-outs of your current financial life. We'll see a lot of each other! And we'll make it fun. You can expect our initial meetings to look something like the below, and we'll decide how to work together after these first foundational sessions:
ONE:
Create Your Vision
We can't talk about money until we talk about you. We'll explore your dream life - How you actually want to spend your time, how you want to feel in your day-to-day, how you'd like to show up for your people. This is where we'll start to clarify where we want to aim our boat together so we can make sure we're rowin' in the right direction. We'll begin to create some goals.
FOUR:
Put It On Autopilot
Now we're going to look at your overall financial plan together, where you'll see your financial life in one spot, possibly for the first time. Now that we've got our finger on the pulse of your overall financial picture and we've got a cash flow strategy in place, we'll start to create systems and automate everything with a goal of setting it and (mostly) forgetting it!
TWO:
Clean Out The Closet
Data dump time. Yup, we'll need all of your financial info and we're going to organize it together, don't worry. We'll pull all of your accounts & info into our easy-to-use-software so we can start to create a clear picture of your financial life.
FIVE:
Invest Like The Best
We've got lots of exciting goals, so we'll need our money to put in some work for us, and that means investing. You'll learn some investing basics and I'll recommend a mix of low cost, broadly diversified, tax efficient index funds & ETFs that make the most sense for you and your life. We'll keep it simple, effective and easy to maintain.
THREE:
Spend...With Intention
This session is a client favorite. This is where we'll really start to think critically about how you're spending, saving & investing. Is it accurately reflecting the life you want to live? We'll uncover any blockers that are holding you back as well as strong opportunities to progress in your goals. We'll nail down your cash flow picture & co-create an intentional spending plan, custom to you.
SIX:
Dealer's Choice
You'll choose how we spend this time. This session is often used to deepen your understanding of a certain topic but could also be used to explore a new topic like insurance, education, estate planning or financial independence (FIRE). You'll also always have the opportunity to extend your program
The Voyager Experience
We'll work through all of the key financial concepts included in our Explorer program 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
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
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