Financial Peace of Mind for High-Achieving Women and their Families
You carry a lot on your shoulders. We see you. We help you make the most out of your finances to live life on your terms. We help high-achieving women transform financial stress into strategic opportunity.
Financial Peace of Mind for High-Achieving Women and their Families
You carry a lot on your shoulders. We see you. We help you make the most out of your finances to live life on your terms. We help high-achieving women transform financial stress into strategic opportunity.
Financial Peace of Mind for High-Achieving Women and their Families
You carry a lot on your shoulders. We see you. We help you make the most out of your finances to live life on your terms. We help high-achieving women transform financial stress into strategic opportunity.
Helping Women from Companies Like These
Helping Women from Companies Like These
Helping Women from Companies Like These
Beyond Choosing Investments
Financial planning isn't just about numbers. It's about understanding the life you want to create. High-achieving women and their families face complex challenges that go beyond investment choices.
Beyond Choosing Investments
Financial planning isn't just about numbers. It's about understanding the life you want to create. High-achieving women and their families face complex challenges that go beyond investment choices.
Beyond Choosing Investments
Financial planning isn't just about numbers. It's about understanding the life you want to create. High-achieving women and their families face complex challenges that go beyond investment choices.
What Our Clients Say
Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Alison F.
Daly City, CA
Working with Shawn and his team was an enlightening experience. Shawn was highly dedicated to helping us understand our finances as well as his proposed strategy for our financial planning. We feel that we learnt a lifetime of financial planning in just one year. We highly recommend BPFP. Thank you, Shawn & Team!
Thomas P.
Redwood City, CA
My wife and I both had a tremendous experience with Shawn. Right out of college we both got good paying jobs and we went from having no money, to having no idea what to do with all our extra income. We initially setup a meeting to create a financial plan that would point us in the right direction. However, after that first meeting we were so impressed that we decided to work with him on an ongoing basis. This turned out to be one of the best decisions of our young financial lives.
Jonathan R.
Dixon, CA
I've worked with the Ballast Point team for the past few years and they have done wonders for my financial (and mental) health. Because of their guidance, I was able to fully understand my compensation package and how to leverage it for my goals.
Nicholas G.
Texas
Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Alison F.
Daly City, CA
Working with Shawn and his team was an enlightening experience. Shawn was highly dedicated to helping us understand our finances as well as his proposed strategy for our financial planning. We feel that we learnt a lifetime of financial planning in just one year. We highly recommend BPFP. Thank you, Shawn & Team!
Thomas P.
Redwood City, CA
My wife and I both had a tremendous experience with Shawn. Right out of college we both got good paying jobs and we went from having no money, to having no idea what to do with all our extra income. We initially setup a meeting to create a financial plan that would point us in the right direction. However, after that first meeting we were so impressed that we decided to work with him on an ongoing basis. This turned out to be one of the best decisions of our young financial lives.
Jonathan R.
Dixon, CA
I've worked with the Ballast Point team for the past few years and they have done wonders for my financial (and mental) health. Because of their guidance, I was able to fully understand my compensation package and how to leverage it for my goals.
Nicholas G.
Texas
Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Alison F.
Daly City, CA
Working with Shawn and his team was an enlightening experience. Shawn was highly dedicated to helping us understand our finances as well as his proposed strategy for our financial planning. We feel that we learnt a lifetime of financial planning in just one year. We highly recommend BPFP. Thank you, Shawn & Team!
Thomas P.
Redwood City, CA
My wife and I both had a tremendous experience with Shawn. Right out of college we both got good paying jobs and we went from having no money, to having no idea what to do with all our extra income. We initially setup a meeting to create a financial plan that would point us in the right direction. However, after that first meeting we were so impressed that we decided to work with him on an ongoing basis. This turned out to be one of the best decisions of our young financial lives.
Jonathan R.
Dixon, CA
I've worked with the Ballast Point team for the past few years and they have done wonders for my financial (and mental) health. Because of their guidance, I was able to fully understand my compensation package and how to leverage it for my goals.
Nicholas G.
Texas
Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Alison F.
Daly City, CA
Working with Shawn and his team was an enlightening experience. Shawn was highly dedicated to helping us understand our finances as well as his proposed strategy for our financial planning. We feel that we learnt a lifetime of financial planning in just one year. We highly recommend BPFP. Thank you, Shawn & Team!
Thomas P.
Redwood City, CA
My wife and I both had a tremendous experience with Shawn. Right out of college we both got good paying jobs and we went from having no money, to having no idea what to do with all our extra income. We initially setup a meeting to create a financial plan that would point us in the right direction. However, after that first meeting we were so impressed that we decided to work with him on an ongoing basis. This turned out to be one of the best decisions of our young financial lives.
Jonathan R.
Dixon, CA
I've worked with the Ballast Point team for the past few years and they have done wonders for my financial (and mental) health. Because of their guidance, I was able to fully understand my compensation package and how to leverage it for my goals.
Nicholas G.
Texas
Disclaimer
What Our Clients Say
Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Alison F.
Daly City, CA
Working with Shawn and his team was an enlightening experience. Shawn was highly dedicated to helping us understand our finances as well as his proposed strategy for our financial planning. We feel that we learnt a lifetime of financial planning in just one year. We highly recommend BPFP. Thank you, Shawn & Team!
Thomas P.
Redwood City, CA
My wife and I both had a tremendous experience with Shawn. Right out of college we both got good paying jobs and we went from having no money, to having no idea what to do with all our extra income. We initially setup a meeting to create a financial plan that would point us in the right direction. However, after that first meeting we were so impressed that we decided to work with him on an ongoing basis. This turned out to be one of the best decisions of our young financial lives.
Jonathan R.
Dixon, CA
I've worked with the Ballast Point team for the past few years and they have done wonders for my financial (and mental) health. Because of their guidance, I was able to fully understand my compensation package and how to leverage it for my goals.
Nicholas G.
Texas
Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Alison F.
Daly City, CA
Working with Shawn and his team was an enlightening experience. Shawn was highly dedicated to helping us understand our finances as well as his proposed strategy for our financial planning. We feel that we learnt a lifetime of financial planning in just one year. We highly recommend BPFP. Thank you, Shawn & Team!
Thomas P.
Redwood City, CA
My wife and I both had a tremendous experience with Shawn. Right out of college we both got good paying jobs and we went from having no money, to having no idea what to do with all our extra income. We initially setup a meeting to create a financial plan that would point us in the right direction. However, after that first meeting we were so impressed that we decided to work with him on an ongoing basis. This turned out to be one of the best decisions of our young financial lives.
Jonathan R.
Dixon, CA
I've worked with the Ballast Point team for the past few years and they have done wonders for my financial (and mental) health. Because of their guidance, I was able to fully understand my compensation package and how to leverage it for my goals.
Nicholas G.
Texas
Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Alison F.
Daly City, CA
Working with Shawn and his team was an enlightening experience. Shawn was highly dedicated to helping us understand our finances as well as his proposed strategy for our financial planning. We feel that we learnt a lifetime of financial planning in just one year. We highly recommend BPFP. Thank you, Shawn & Team!
Thomas P.
Redwood City, CA
My wife and I both had a tremendous experience with Shawn. Right out of college we both got good paying jobs and we went from having no money, to having no idea what to do with all our extra income. We initially setup a meeting to create a financial plan that would point us in the right direction. However, after that first meeting we were so impressed that we decided to work with him on an ongoing basis. This turned out to be one of the best decisions of our young financial lives.
Jonathan R.
Dixon, CA
I've worked with the Ballast Point team for the past few years and they have done wonders for my financial (and mental) health. Because of their guidance, I was able to fully understand my compensation package and how to leverage it for my goals.
Nicholas G.
Texas
Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Alison F.
Daly City, CA
Working with Shawn and his team was an enlightening experience. Shawn was highly dedicated to helping us understand our finances as well as his proposed strategy for our financial planning. We feel that we learnt a lifetime of financial planning in just one year. We highly recommend BPFP. Thank you, Shawn & Team!
Thomas P.
Redwood City, CA
My wife and I both had a tremendous experience with Shawn. Right out of college we both got good paying jobs and we went from having no money, to having no idea what to do with all our extra income. We initially setup a meeting to create a financial plan that would point us in the right direction. However, after that first meeting we were so impressed that we decided to work with him on an ongoing basis. This turned out to be one of the best decisions of our young financial lives.
Jonathan R.
Dixon, CA
I've worked with the Ballast Point team for the past few years and they have done wonders for my financial (and mental) health. Because of their guidance, I was able to fully understand my compensation package and how to leverage it for my goals.
Nicholas G.
Texas
Disclaimer
What Our Clients Say
Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Alison F.
Daly City, CA
Working with Shawn and his team was an enlightening experience. Shawn was highly dedicated to helping us understand our finances as well as his proposed strategy for our financial planning. We feel that we learnt a lifetime of financial planning in just one year. We highly recommend BPFP. Thank you, Shawn & Team!
Thomas P.
Redwood City, CA
My wife and I both had a tremendous experience with Shawn. Right out of college we both got good paying jobs and we went from having no money, to having no idea what to do with all our extra income. We initially setup a meeting to create a financial plan that would point us in the right direction. However, after that first meeting we were so impressed that we decided to work with him on an ongoing basis. This turned out to be one of the best decisions of our young financial lives.
Jonathan R.
Dixon, CA
I've worked with the Ballast Point team for the past few years and they have done wonders for my financial (and mental) health. Because of their guidance, I was able to fully understand my compensation package and how to leverage it for my goals.
Nicholas G.
Texas
Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Alison F.
Daly City, CA
Working with Shawn and his team was an enlightening experience. Shawn was highly dedicated to helping us understand our finances as well as his proposed strategy for our financial planning. We feel that we learnt a lifetime of financial planning in just one year. We highly recommend BPFP. Thank you, Shawn & Team!
Thomas P.
Redwood City, CA
My wife and I both had a tremendous experience with Shawn. Right out of college we both got good paying jobs and we went from having no money, to having no idea what to do with all our extra income. We initially setup a meeting to create a financial plan that would point us in the right direction. However, after that first meeting we were so impressed that we decided to work with him on an ongoing basis. This turned out to be one of the best decisions of our young financial lives.
Jonathan R.
Dixon, CA
I've worked with the Ballast Point team for the past few years and they have done wonders for my financial (and mental) health. Because of their guidance, I was able to fully understand my compensation package and how to leverage it for my goals.
Nicholas G.
Texas
Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Alison F.
Daly City, CA
Working with Shawn and his team was an enlightening experience. Shawn was highly dedicated to helping us understand our finances as well as his proposed strategy for our financial planning. We feel that we learnt a lifetime of financial planning in just one year. We highly recommend BPFP. Thank you, Shawn & Team!
Thomas P.
Redwood City, CA
My wife and I both had a tremendous experience with Shawn. Right out of college we both got good paying jobs and we went from having no money, to having no idea what to do with all our extra income. We initially setup a meeting to create a financial plan that would point us in the right direction. However, after that first meeting we were so impressed that we decided to work with him on an ongoing basis. This turned out to be one of the best decisions of our young financial lives.
Jonathan R.
Dixon, CA
I've worked with the Ballast Point team for the past few years and they have done wonders for my financial (and mental) health. Because of their guidance, I was able to fully understand my compensation package and how to leverage it for my goals.
Nicholas G.
Texas
Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts.
Alison F.
Daly City, CA
Working with Shawn and his team was an enlightening experience. Shawn was highly dedicated to helping us understand our finances as well as his proposed strategy for our financial planning. We feel that we learnt a lifetime of financial planning in just one year. We highly recommend BPFP. Thank you, Shawn & Team!
Thomas P.
Redwood City, CA
My wife and I both had a tremendous experience with Shawn. Right out of college we both got good paying jobs and we went from having no money, to having no idea what to do with all our extra income. We initially setup a meeting to create a financial plan that would point us in the right direction. However, after that first meeting we were so impressed that we decided to work with him on an ongoing basis. This turned out to be one of the best decisions of our young financial lives.
Jonathan R.
Dixon, CA
I've worked with the Ballast Point team for the past few years and they have done wonders for my financial (and mental) health. Because of their guidance, I was able to fully understand my compensation package and how to leverage it for my goals.
Nicholas G.
Texas
Disclaimer
Your Money. Your Boldest Life.
Let's get you past just getting by — and start building something that lasts.
Navigating Career Strategies
Turn your career aspirations into strategic financial moves. We help our clients advocate for themselves to make sure they earn what they are worth.
Tax Preparation
We help women keep more of what they earn by getting taxes right with in-house tax preparation.
Opening Financial Doors
Make bold financial decisions that enable career shifts, time off, or early retirement.
Your Money. Your Boldest Life.
Let's get you past just getting by — and start building something that lasts.
Navigating Career Strategies
Turn your career aspirations into strategic financial moves. We help our clients advocate for themselves to make sure they earn what they are worth.
Tax Preparation
We help women keep more of what they earn by getting taxes right with in-house tax preparation.
Opening Financial Doors
Make bold financial decisions that enable career shifts, time off, or early retirement.
Your Money. Your Boldest Life.
Let's get you past just getting by — and start building something that lasts.
Navigating Career Strategies
Turn your career aspirations into strategic financial moves. We help our clients advocate for themselves to make sure they earn what they are worth.
Tax Preparation
We help women keep more of what they earn by getting taxes right with in-house tax preparation.
Opening Financial Doors
Make bold financial decisions that enable career shifts, time off, or early retirement.
Guidance That Understands You
We're not another stuffy financial firm. We're your strategic partner who speaks your language. With deep expertise and genuine empathy, we break down complex financial decisions into simple, actionable steps.
Our team combines cutting-edge financial strategies with real-world understanding. We celebrate your wins, big and small, and help you navigate financial challenges with confidence.
Guidance That Understands You
We're not another stuffy financial firm. We're your strategic partner who speaks your language. With deep expertise and genuine empathy, we break down complex financial decisions into simple, actionable steps.
Our team combines cutting-edge financial strategies with real-world understanding. We celebrate your wins, big and small, and help you navigate financial challenges with confidence.
Guidance That Understands You
We're not another stuffy financial firm. We're your strategic partner who speaks your language. With deep expertise and genuine empathy, we break down complex financial decisions into simple, actionable steps.
Our team combines cutting-edge financial strategies with real-world understanding. We celebrate your wins, big and small, and help you navigate financial challenges with confidence.
Life, Funded Beautifully
We handle the financial complexity, so you can reclaim your time and energy.
The Tessara Financial Planning Process
01
See If We're a Fit
Determine if Tessara is the right financial partner for you.
02
Simplify Your Finances
Create a clear, manageable plan that fits your real life.
03
Breathe Easy
Build financial stability that gives you room to grow.
Life, Funded Beautifully
We handle the financial complexity, so you can reclaim your time and energy.
The Tessara Financial Planning Process
01
See If We're a Fit
Determine if Tessara is the right financial partner for you.
02
Simplify Your Finances
Create a clear, manageable plan that fits your real life.
03
Breathe Easy
Build financial stability that gives you room to grow.
Life, Funded Beautifully
We handle the financial complexity, so you can reclaim your time and energy.
The Tessara Financial Planning Process
01
See If We're a Fit
Determine if Tessara is the right financial partner for you.
02
Simplify Your Finances
Create a clear, manageable plan that fits your real life.
03
Breathe Easy
Build financial stability that gives you room to grow.
Common Questions, Clear Answers
We believe in transparency and helping you feel confident about your financial journey.
What makes Tessara unique?
We combine investment management, tax planning, and life planning under one roof – with a focus on your entire financial ecosystem. Not only do we have an in-house CPA prepare your tax return, but also we provide forward looking tax advice to make sure there aren’t any surprises when April comes around.
Do you only work with high-achieving women?
We have found that we work best with high-achieving women and their families. However, if our approach resonates with you, please set up an Intro Call to see if we are a good fit to work together.
How is your fee structure different?
We offer transparent, flat-fee financial planning that grows with you – no hidden costs or kickbacks. See our services page for a breakdown of our fees. You will receive a firm quote for your engagement by the end of your 2nd meeting with us.
Do I really need a financial advisor?
If you're ready to be intentional about your wealth and design a life on your terms, the answer is yes. Our best clients like working with a trusted professional to help them look out for their blind spots. We often hear “I don’t know what I don’t know.” We recommend that you work with a financial advisor when there is complexity to your financial life and the stakes are high.
How do I know if I'm a good fit?
If you're ambitious, value expertise, and want a true financial partnership, let's talk.
Common Questions, Clear Answers
We believe in transparency and helping you feel confident about your financial journey.
What makes Tessara unique?
We combine investment management, tax planning, and life planning under one roof – with a focus on your entire financial ecosystem. Not only do we have an in-house CPA prepare your tax return, but also we provide forward looking tax advice to make sure there aren’t any surprises when April comes around.
Do you only work with high-achieving women?
We have found that we work best with high-achieving women and their families. However, if our approach resonates with you, please set up an Intro Call to see if we are a good fit to work together.
How is your fee structure different?
We offer transparent, flat-fee financial planning that grows with you – no hidden costs or kickbacks. See our services page for a breakdown of our fees. You will receive a firm quote for your engagement by the end of your 2nd meeting with us.
Do I really need a financial advisor?
If you're ready to be intentional about your wealth and design a life on your terms, the answer is yes. Our best clients like working with a trusted professional to help them look out for their blind spots. We often hear “I don’t know what I don’t know.” We recommend that you work with a financial advisor when there is complexity to your financial life and the stakes are high.
How do I know if I'm a good fit?
If you're ambitious, value expertise, and want a true financial partnership, let's talk.
Common Questions, Clear Answers
We believe in transparency and helping you feel confident about your financial journey.
What makes Tessara unique?
We combine investment management, tax planning, and life planning under one roof – with a focus on your entire financial ecosystem. Not only do we have an in-house CPA prepare your tax return, but also we provide forward looking tax advice to make sure there aren’t any surprises when April comes around.
Do you only work with high-achieving women?
We have found that we work best with high-achieving women and their families. However, if our approach resonates with you, please set up an Intro Call to see if we are a good fit to work together.
How is your fee structure different?
We offer transparent, flat-fee financial planning that grows with you – no hidden costs or kickbacks. See our services page for a breakdown of our fees. You will receive a firm quote for your engagement by the end of your 2nd meeting with us.
Do I really need a financial advisor?
If you're ready to be intentional about your wealth and design a life on your terms, the answer is yes. Our best clients like working with a trusted professional to help them look out for their blind spots. We often hear “I don’t know what I don’t know.” We recommend that you work with a financial advisor when there is complexity to your financial life and the stakes are high.
How do I know if I'm a good fit?
If you're ambitious, value expertise, and want a true financial partnership, let's talk.
You're overwhelmed by financial stress.
We're here to help you break free.
You're overwhelmed by financial stress.
We're here to help you break free.
You're overwhelmed by financial stress.
We're here to help you break free.
Contact: Shawn Tydlaska | Phone: 650-636-7526
340 Lorton Ave, Suite 216, Burlingame, CA 94010
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