Nidhi Mathson Verified listing

I'm a daughter, a sister, a wife, and a mother (of two girls). Helping women control their own destiny is my passion and financial planning is an important step to helping them get there.

When attempting to build wealth, including saving for college or retirement, many people don't have a clear roadmap to get to their goals, and often start investing in financial products they have heard of from friends, family or co-workers. While this approach can work in some cases, it can be like throwing darts while blindfolded. You may hit the target, but more than likely you'll be off the mark from where you were aiming.

I help guide clients along their wealth management journey with a strategic plan that creates a solid foundation upon which to build their financial futures.

Having worked in the tech industry for more than 15 years, I have insights into how 401Ks and stock purchase plans operate and how they can be leveraged to maximize portfolio growth, including what to do with accounts from old jobs that have been left behind. Additionally, by assessing key market indicators I can help my clients make informed decisions that will help them meet their specific goals for the future