Tamarind Financial Planning

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Let’s Get Started

Let’s get started!

Complete the form below to begin the client questionnaire. You will be prompted, after you submit this form, to setup a date and time for free consultation.

E-mail Address: *

Name *

Best Phone Number to reach you *

Zip Code *

Who referred you or how did you hear about us? *

Ages of your children

Spouse/Partner name

Spouse/Partner email

What are your top 3 financial concerns? *

Have you worked with a financial planner, advisor or broker before? *

YesNo

If yes, What was your experience with your financial planner/advisor/broker? What search criteria do you have now as a result?

If No, what has prevented you from engaging someone until now?

We know where our money goes each month. *

YesWe need help with thisDoes not apply

We have specific financial goals and we are confident that we are moving toward them. *

YesWe need help with thisDoes not apply

We have an estate plan that has been updated in the past 2-3 years. *

YesWe need help with thisDoes not apply

We have reviewed our life insurance needs recently and feel comfortable that we adequate coverage. *

YesWe need help with thisDoes not apply

We have a contingency cash fund and we are comfortable that it is an appropriate amount *

YesWe need help with thisDoes not apply

We have an investment strategy and review/revise it at least annually *

YesWe need help with thisDoes not apply

We have a college education funding strategy *

YesWe need help with thisDoes not apply

* Required

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"No Rules Retirement: A New Way of Thinking
About Your Future"

Name

Email
Meet Emilie…

I am a wife and a mom to three kids. With almost two decades of financial planning experience behind me, my financial tool-kit is well-stocked. Using these tools in real-life (mine and my clients') is an invigorating challenge! My goal is to share practical, inspiring financial insights with you. Welcome!
Learn more about…

Tamarind Financial Planning
951 Mariners island Blvd
Suite 300
San Mateo, CA 94404
T. 650.378.1488