Wealth Management. Investments. Community Development.
Welcome to Farm Girl Capital, an independent, woman-owned registered investment advisory firm in Albany, CA offering long-term investment management and collaborative planning services that build personal and community wealth and resilience - even as we seek to draw down emissions and encourage more diverse life.
Retirement planning and qualified benefits review, diversifying concentrated stock positions, consolidating inactive qualified accounts, setting up new accounts, establishing an impactful portfolio, holding space for intergenerational learning, and collaborating with other tax, legal and insurance professionals are examples of ways that Farm Girl Capital serves clients. From development of learning tools and leading youth circles to volunteering in our community and supporting local farmers, artists and non-profits, Farm Girl Capital stewards capital with care, cultivates connections, and invites growth from shared learning. Like seaweed in the tide, how we can we flex to help you invest for our shared future?
Get started. The Client Experience.
Gather and Set Expectations.
You provide and I collect relevant documents to establish common understanding of your financial journey. I ask questions. You ask questions. We get to know each other, the facts at hand, and set expectations.
Plan.
We review a shoreline of financial planning areas in this moment of the surf - including your sense of well-being, any driving concerns and long term goals. Together we develop a living priority list for long term financial wellness.
Invest.
Based upon our findings, we develop an Investment Policy Statement that guides an investment strategy suitable for you. This mix will be based upon factors like age and willingness for risk as well as the extent to which you wish to include less tangible impact considerations like community development, patient capital and accelerated giving strategies.
Maintain.
Meet at least annually to check in and sense the seeds in the wind, make adjustments and share life updates.
Become more aware and engaged as a shareholder - and better balanced to walk the path forward.
