How We Help High-Achieving Women Transform Their Financial Lives
How We Help High-Achieving Women Transform Their Financial Lives
How We Help High-Achieving Women Transform Their Financial Lives
The Tessara Financial Canvassing Process
How We Help You Break Free from Financial Stress, One Strategic Step at a Time
01
See If We're a Fit
Determine if Tessara is the right financial partner for you.
02
Discovery Meeting
A 60-minute deep dive to understand your unique financial situation and goals.
03
Onboarding
Our 3-meeting sequence (each 90 minutes long) helps us create a tailored financial strategy.
04
Ongoing Support
Quarterly check-ins and semi-annual detailed meetings to keep your financial plan aligned with your life.
05
Always Available
We're here to support you through major life transitions like job changes or home purchases.
The Tessara Financial Canvassing Process
How We Help You Break Free from Financial Stress, One Strategic Step at a Time
01
See If We're a Fit
Determine if Tessara is the right financial partner for you.
02
Discovery Meeting
A 60-minute deep dive to understand your unique financial situation and goals.
03
Onboarding
Our 3-meeting sequence (each 90 minutes long) helps us create a tailored financial strategy.
04
Ongoing Support
Quarterly check-ins and semi-annual detailed meetings to keep your financial plan aligned with your life.
05
Always Available
We're here to support you through major life transitions like job changes or home purchases.
The Tessara Financial Canvassing Process
How We Help You Break Free from Financial Stress, One Strategic Step at a Time
01
See If We're a Fit
Determine if Tessara is the right financial partner for you.
02
Discovery Meeting
A 60-minute deep dive to understand your unique financial situation and goals.
03
Onboarding
Our 3-meeting sequence (each 90 minutes long) helps us create a tailored financial strategy.
04
Ongoing Support
Quarterly check-ins and semi-annual detailed meetings to keep your financial plan aligned with your life.
05
Always Available
We're here to support you through major life transitions like job changes or home purchases.
Financial Complexity, Simplified
Financial Planning
From career transitions to major life milestones, our planning turns financial complexity into clear, actionable strategies.
Investment Management
We go beyond traditional portfolio management to create an investment approach that reflects your unique situation.
Tax Preparation
With in-house tax expertise, we provide forward-looking tax strategies that maximize your financial potential and minimize unnecessary liabilities.
Financial Complexity, Simplified
Financial Planning
From career transitions to major life milestones, our planning turns financial complexity into clear, actionable strategies.
Investment Management
We go beyond traditional portfolio management to create an investment approach that reflects your unique situation.
Tax Preparation
With in-house tax expertise, we provide forward-looking tax strategies that maximize your financial potential and minimize unnecessary liabilities.
Financial Complexity, Simplified
Financial Planning
From career transitions to major life milestones, our planning turns financial complexity into clear, actionable strategies.
Investment Management
We go beyond traditional portfolio management to create an investment approach that reflects your unique situation.
Tax Preparation
With in-house tax expertise, we provide forward-looking tax strategies that maximize your financial potential and minimize unnecessary liabilities.
You're Always in Control
We provide comprehensive financial support that keeps you informed and empowered. Our approach ensures you understand every decision, giving you confidence in your financial journey.
You're Always in Control
We provide comprehensive financial support that keeps you informed and empowered. Our approach ensures you understand every decision, giving you confidence in your financial journey.
You're Always in Control
We provide comprehensive financial support that keeps you informed and empowered. Our approach ensures you understand every decision, giving you confidence in your financial journey.
Your Financial Mosaic
Financial planning isn't about fitting into a pre-made template. It's about carefully crafting a personalized mosaic where every piece - from tax strategies to investment choices - reflects your individual goals and values.
Investment Optimization
Tailored investment approaches that align with your career and life goals.
Tax Strategy
Proactive planning to minimize your tax liability and maximize financial efficiency.
Stock Option Navigation
Strategic guidance for managing complex equity compensation.
Investment Optimization
Tailored investment approaches that align with your career and life goals.
Tax Strategy
Proactive planning to minimize your tax liability and maximize financial efficiency.
Stock Option Navigation
Strategic guidance for managing complex equity compensation.
Investment Optimization
Tailored investment approaches that align with your career and life goals.
Tax Strategy
Proactive planning to minimize your tax liability and maximize financial efficiency.
Stock Option Navigation
Strategic guidance for managing complex equity compensation.
Investment Optimization
Tailored investment approaches that align with your career and life goals.
Tax Strategy
Proactive planning to minimize your tax liability and maximize financial efficiency.
Stock Option Navigation
Strategic guidance for managing complex equity compensation.
Investment Optimization
Tailored investment approaches that align with your career and life goals.
Tax Strategy
Proactive planning to minimize your tax liability and maximize financial efficiency.
Stock Option Navigation
Strategic guidance for managing complex equity compensation.
Investment Optimization
Tailored investment approaches that align with your career and life goals.
Tax Strategy
Proactive planning to minimize your tax liability and maximize financial efficiency.
Stock Option Navigation
Strategic guidance for managing complex equity compensation.
Investment Optimization
Tailored investment approaches that align with your career and life goals.
Tax Strategy
Proactive planning to minimize your tax liability and maximize financial efficiency.
Stock Option Navigation
Strategic guidance for managing complex equity compensation.
Investment Optimization
Tailored investment approaches that align with your career and life goals.
Tax Strategy
Proactive planning to minimize your tax liability and maximize financial efficiency.
Stock Option Navigation
Strategic guidance for managing complex equity compensation.
Investment Optimization
Tailored investment approaches that align with your career and life goals.
Tax Strategy
Proactive planning to minimize your tax liability and maximize financial efficiency.
Stock Option Navigation
Strategic guidance for managing complex equity compensation.
Investment Optimization
Tailored investment approaches that align with your career and life goals.
Tax Strategy
Proactive planning to minimize your tax liability and maximize financial efficiency.
Stock Option Navigation
Strategic guidance for managing complex equity compensation.
Investment Optimization
Tailored investment approaches that align with your career and life goals.
Tax Strategy
Proactive planning to minimize your tax liability and maximize financial efficiency.
Stock Option Navigation
Strategic guidance for managing complex equity compensation.
Investment Optimization
Tailored investment approaches that align with your career and life goals.
Tax Strategy
Proactive planning to minimize your tax liability and maximize financial efficiency.
Stock Option Navigation
Strategic guidance for managing complex equity compensation.
Common Questions, Clear Answers
We believe in transparency and helping you feel confident about your financial journey.
How long does the process take?
Every financial journey is unique. We typically work through our initial planning over 3-4 months, with ongoing support and quarterly check-ins.
Do I need to have a certain income or net worth to work with Tessara?
We specialize in supporting high-achieving professional women. Our primary service is designed for clients with a net worth around $2M-$3M, though we have options for different financial situations.
What makes Tessara different from other financial advisors?
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.
How often will we communicate?
We provide quarterly check-ins and are always available when major life changes or financial decisions arise. We're here to support you beyond traditional quarterly meetings.
What if my financial situation is complicated?
Complexity is our specialty. Whether you're navigating career transitions, multiple income streams, or complex compensation packages, we're equipped to provide comprehensive guidance.
Common Questions, Clear Answers
We believe in transparency and helping you feel confident about your financial journey.
How long does the process take?
Every financial journey is unique. We typically work through our initial planning over 3-4 months, with ongoing support and quarterly check-ins.
Do I need to have a certain income or net worth to work with Tessara?
We specialize in supporting high-achieving professional women. Our primary service is designed for clients with a net worth around $2M-$3M, though we have options for different financial situations.
What makes Tessara different from other financial advisors?
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.
How often will we communicate?
We provide quarterly check-ins and are always available when major life changes or financial decisions arise. We're here to support you beyond traditional quarterly meetings.
What if my financial situation is complicated?
Complexity is our specialty. Whether you're navigating career transitions, multiple income streams, or complex compensation packages, we're equipped to provide comprehensive guidance.
Common Questions, Clear Answers
We believe in transparency and helping you feel confident about your financial journey.
How long does the process take?
Every financial journey is unique. We typically work through our initial planning over 3-4 months, with ongoing support and quarterly check-ins.
Do I need to have a certain income or net worth to work with Tessara?
We specialize in supporting high-achieving professional women. Our primary service is designed for clients with a net worth around $2M-$3M, though we have options for different financial situations.
What makes Tessara different from other financial advisors?
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.
How often will we communicate?
We provide quarterly check-ins and are always available when major life changes or financial decisions arise. We're here to support you beyond traditional quarterly meetings.
What if my financial situation is complicated?
Complexity is our specialty. Whether you're navigating career transitions, multiple income streams, or complex compensation packages, we're equipped to provide comprehensive guidance.
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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