High Earning First Generation
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
LGBTQ+
Millennials & GenZ
Major Milestones I Specialize In
Compensation Changes
Early Retirement or Financial Independence
Getting Married and Starting a Family
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
Ruby Pebble Financial Planning is a fee-only financial planning firm that specializes in helping individuals and couples align their finances with their non-traditional goals. We work primarily with LGBTQ+ tech professionals in their 20s to late 40s to navigate early retirement, lifestyle upgrades, and separate finances. Founded on inclusion with non-traditional clients in mind, Ruby Pebble Financial Planning is your partner at the intersection of money and values. Together we will produce a tailor-made ongoing financial plan that accommodates your unique lifestyle. WE believe early retirement, lifestyle upgrades, and separate finances aren't unrealistic—they’re simply unheard, misunderstood, and under-served by the financial planning industry. We are here to change that. Services we offer: Initial comprehensive financial plans Ongoing financial planning Optional investment management We serve clients virtually in the United States from Seattle, WA.
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.