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Ariadne Horstman
Partner
CFP®, Registered Life Planner, RLP
Tamarind Financial Planning
My Approach
Ariadne helps individuals and families realize personal goals and dreams through comprehensive financial planning and investment management. After working in tech in Silicon Valley, she discovered helping people with their finances was what she wanted to do. Ariadne lived and worked in France, as well as spending time in the UK and India, accumulating extensive international experience. She draws on this rich background to offer Cross Border Planning services for international families in addition to traditional financial planning. A Registered Life Planner®, Ariadne is a graduate of Smith College, and completed her financial planning coursework at UC Santa Cruz. She is based in Palo Alto with her husband, now empty nesters, and enjoys hiking, yoga, creative writing and meditation.
The Clients I Serve
Business Owners, Cross Border, Executives, GenX, High Earning First Generation, Millennials & GenZ, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Buying a Home and Relocation, Career Changes or Job Loss, Early Retirement or Financial Independence, Retirement Planning, Sudden Wealth or Inheritance, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
We’re an independent, fee-only, registered investment advisor firm: As fiduciaries, our duty is to act in your best interest. The only people who pay us are our clients. We don’t collect commissions, bonuses or other benefits for recommending products, services or investments. When you work with a fee-only financial planner, your interests always come first. Financial Life Planning Meaningful planning is far more than simply saving money. We approach financial life planning as a comprehensive process that enhances your financial well-being and boosts your confidence in achieving your vision. Our personalized approach guides you to identify and clarify your values, priorities, circumstances, and aspirations. From there, we help you define and design your own version of a “rich life.” Financial life planning serves as your roadmap to creating the habits and mindset that will support both your financial goals and life dreams. Cross Border Financial Life Planning Whether you’re planning to move abroad, relocate to the US, need support while living overseas, or have assets in other countries, we can help. Moving to a new country brings legal, financial, and tax considerations. We assist clients in transitioning smoothly, with a focus on France, Germany, and the UK. We also support US residents with international situations, including dual citizenship, foreign investments, and real estate. Our international expert, Ariadne Horstman, makes these transitions less stressful and even enjoyable!
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.