Brunch & Budget

Pam is an incredible financial advocate and ally. She has made financial planning accessible for two people who we terrified to look at their bank statement! She has assisted us in creating a plan that satisfies our need to have fun and spend money, while paying our bills and reducing debt. Because of her, we are able to afford graduate school and are preparing for future expenses (buying a home, having a wedding, etc.). We are ever so grateful to Pam and the work that she does. We cannot recommend her enough!

My first with Pam was enough to seriously impact the way that I save. I have never been one to budget and I was struggling to manage my finances (living on a teacher’s income in NYC), so she helped me find a way to save my money strategically. With her help I changed my savings plan so that I could afford to both take vacation and plan for a rainy day. Pam is smart, connects well with her clients, and will empower you to achieve your financial goals. You will not regret meeting with her.

My husband and I are freelance artists who just had our first child, and needed help with planning for our future and managing our student loans. We had a great brunch with Pam, she went through our entire budget with us and helped us through our anxieties and started to lay the groundwork for a plan that works. It was so helpful! We will definitely continue to work with her.

I found Pam through her brother, who happens to be my realestate agent. I’m new to the «adult world» as I’m freshly out of grad school with my first real job in my career field, trying to manage my finances and purchase my first home — aka I have no idea what I’m doing with my money & what all of this financial jargon is about. I needed someone to hold my hand and walk me through most of everything.
I signed up for my first Brunch & Budget meeting and Pam’s been right there with me ever since. It’s been about 3 months or so and I am still learning. Pam is super patient and understands the trials/​tribulations that come with being a young adult trying to learn all of this «grown up stuff».
I come from a first generation immigrant house hold and although my parents have done very well managing their finances, there are still many questions they don’t have the answer to. That’s where Pam comes in. She not only helps me with a step by step plan, but she also clarifies and gives me pointers in the right direction.
Most importantly, she gives me reassurance that I am not the only one feeling overwhelmed, that I am indeed making progress when I feel like I’m not, and she gives me perspective on a realistic time frame for my goals to be reached. She helps me problem solve in a way that I can’t simply because I don’t have the experience.
Definitely recommend her services! Best part is, she is more than willing to work with you on a budget for her services — She is a financial planner after all =)

I found Pam through an industry event workshop and signed up right away for an upcoming «Brunch & Budget» session. We spent a good amount of time reviewing everything and I learned a lot of helpful suggestions and tips that would get my finances/​investments on the right track. She even introduced me to her tax attorney to take a look at my prior returns. I highly recommend catching Pam when she’s in San Francisco again!

I honestly went into B&B expecting for a friendly informal conversation with someone in my community kind enough to offer her services at a rate I could genuinely afford. But before we even met, Pam provided me with a well-​organized and easy-​to-​understand questionnaire (in the form of shared document, so we could both review it prior to our brunch) that empowered me to do a thorough assessment of my finances and spending habits. That allowed both of us to cut to the chase for our first meeting and be informed enough to really discuss my financial goals and challenges. I’ve already recommended her services to a number of friends in person. Glad I can do it here as well.