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Fee-Only Financial Advisory Team

Julie Meissner
Stacey Chin, CFP®, ChFC®
Andrew Skinner
Newton Wen
Diane Bourdo, CFP®
Lexi Olian, CFP®
Hallie Kraus, CFP®, CRPC®
Katie Shimizu
Malia Price, FPQP®
Christopher Ruane

Financial Planning & Investment Articles

Preparing for Retirement as a Woman: Beyond the Numbers
Your Midyear Financial Planning Checklist for Strategic Adjustments
Beyond the 9-to-5: Building a Work-Optional Financial Strategy
Retiring Early: What the Math (and the Lifestyle) Really Requires
Equity Compensation Season: How to Think About Your RSUs and Stock Options After Tax Day
Q1 2026 Market Commentary: A Tale of Two Quarters
Financial Planning During Major Life Transitions: A Guide for What Comes Next
Hallie Kraus Featured in BestMoney Wedding Debt Guide
Treehouse Wealth Advisors Named One of USA Today’s Best Financial Advisory Firms for 2026
Stacey Chin Named to AdvisorHub’s 200 Women Advisors to Watch 2026
The Long View: The Case for Proactive Tax Planning
Navigating the OBBBA: Estate Planning and SALT Changes for California Families
Stacey Chin Named to Forbes 2026 Top Women Wealth Advisors Best-In-State List for California
Estate Planning for High-Earning Professionals: 6 Costly Mistakes to Avoid in 2026
Estate Planning Isn’t About Death — It’s About Intention
Q4 2025 Commentary: A Strong Finish to a Resilient Year
Financial Resolutions That Actually Stick
Treehouse Wealth Advisors Named to Newsweek’s Top Financial Advisory Firms 2026
Turning Intentions into Financial Clarity
Hallie Kraus Featured in MarketWatch New Year’s Resolutions Guide
Gifting Stock: A Thoughtful Way to Support the Future
Stewarding a Spousal IRA: Choices That Shape Your Legacy
Continuing Care Retirement Communities: A Modern Approach to Aging Well
Tis the Season for Travel—and for Protecting Yourself Along the Way
Beyond the Paycheck: Rethinking Late-Career Compensation
Stacey Chin, MA, CFP®, ChFC®, Featured in MoneyGeek $500K Life Insurance Cost Analysis
Julie Meissner featured in Rethinking65 on Advising the Single, Child-Free Female Client
Gifting Stock: A Strategic Step on Life’s Financial Journey
Stacey Chin Featured in Rethinking65 Helping Older New Parents Play Catch-Up
Stacey Chin Featured in MoneyGeek Life Insurance Payout Guide
Book Club Recap — Braiding Sweetgrass
Re-Envisioning Partnership: Building a Life Together Without Marriage
Investing 101: Building a Confident Financial Future
When Everything Changes: Planning Through Life’s Most Defining Moments
What’s Your Money Story? A Conversation Circle
And Baby Makes Three: Estate Planning for New Parents
Hallie Kraus Featured in GOBankingRates Millennial Debt Consolidation Guide
Own Your Wealth: A Financial Journey for Single, Child-Free Women
Planning to Retire from Your Business: Why Purpose and Process Matter
The Path to Parenthood: Planning for One of Life’s Most Meaningful Journeys
Stacey Chin, MA, CFP®, ChFC®, Featured in U.S. News Dual Retirement Account Strategy Guide
Balancing Dreams and Dollars: Supporting Your Child’s College Choice
Is a Donor-Advised Fund (DAF) Right for You?
Breaking the Mold: Why Women Need a Different Approach to Financial Planning
From Past Lessons to Future Wealth: Navigating Inheritance and Financial Values
Understanding RMDs and the Impact of SECURE 2.0
From Overlooked to Overprepared: The Case for Reviewing Your Insurance
Treehouse Wealth Advisors Acquires Women-Owned and Operated RIA The Humphreys Group
Hallie Kraus featured in Yahoo! Finance
Co-Parenting After the Divorce: Centering the Holidays on Your Child’s Joy
Year-End Reflections: The Connection Between Empathy and Expertise
How Do You Give? Strategies for Mindful Giving
Finish the Year Strong: 5 Essential Year-End Tax Tips
Forbes Interview with Diane Bourdo, CFP®
Navigating Life’s Transitions: Financial Wisdom for a Secure Future
From Guidance to Growth: Helping Your Adult Children Build Financial Stability
Treehouse Wealth Book Club Recap: Exploring Tim Ferriss’ “Tools of Titans”
Julie Meissner Featured in Yahoo Finance Teen Financial Literacy Article
Who’s in Charge? Your Head or Your Heart
The Power of the Prenuptial Agreement: Smart Strategies for a Second Marriage
Women and Widowhood: Tackling Tough Financial Conversations
Stacey Chin, MA, CFP®, ChFC®, Featured in Newsweek Phased Retirement Trends Analysis
Benefits of a Roth IRA
GOBankingRates Featured Diane Bourdo, CFP® in Recent Article
Concentrated Wealth: Balancing Risk and Opportunity
Diane Bourdo, CFP®, Featured in Yahoo! Finance Article
Mind Over Money: How Women’s Psychological Strengths Drive Investment Success
Single, No Children: Navigating Retirement Planning
Hallie Kraus Featured in an Article by Yahoo!Finance.
Retirement Rewritten: A New Chapter for Women
Exploring Fractional Home Ownership
Inherited Wisdom: How Your Family History Influences Your Financial Health
Beyond the Numbers: Why Financial Life Planning Is So Important for Women
Rewriting the Rules: Debunking Common Myths About Women and Money
Considering an Early Retirement? 5 Things to Think About
Treehouse Wealth Book Club Discussion – That Will Never Work
AdvisorHub – Lexi Olian recognized as a 2024 Advisor to Watch
Navigating a Career Change with a Side Hustle
Navigating Life Transitions: A Path to Financial Clarity
Building Resilience in Retirement: A Checklist for Women
Investopedia – How to Financially Support Loved Ones Without Sacrificing Your Well-being
Julie Meissner Featured in Yahoo Finance Parent Money Conversations Guide
Three Key Investment Mistakes for Women to Avoid
How to Get on the Same Page as a Couple
California Paid Family Leave: Through Maternity and Beyond
Understanding Financial Contentment: When Is Enough Enough?
Millionaires Need Budgets Too
Marriage and Money: Navigating the Pros and Cons
Tax Strategies That Stick
Market Watch — Women Money Myths are the Subject of a New eBook from The Humphreys Group
College Planning and College Choices: Financial Strategies for Positive Outcomes
Why Millennials Shouldn’t Panic About Running Out of Money in Retirement
Concentrated Wealth – It’s More Common Than You Might Think
Adventure Awaits: Rediscovering Childhood Dreams in Retirement
Treehouse Wealth Book Club Discussion – The Book of Hope
The Illusion of Market Timing: 5 Reasons It Fails Investors
Julie Meissner Featured in Forbes Divorce Financial Planning Guide
Julie Meissner Featured in InvestmentNews Client Personalization Strategy Feature
Love Is In The Air – Planning for I Do
The Unspoken Costs of Maternity Leave: A Closer Look at the Price Women Pay
The Widow’s Truth: Redefining Life and Finances After a Loss
Crafting Financial Resolutions with a Return on Life Perspective
Begin Your Journey for a Prosperous New Year
Unwrapping Financial Prosperity: Harnessing the Power of Money Affirmations for a Secure New Year
Sharing Volumes – Book Club Mash-Up 2023
Paying It Forward with Kindness and Gratitude
Julie Meissner Featured in GOBankingRates Net Worth Calculation Guide
Making Retirement Count: The Power of Meaningful Volunteerism
Treehouse Wealth Book Club Discussion – The Good Life
End of Year Tax Planning
Nurturing Charitable Values in Children
Considering an Active Retirement Community?
The Hidden Price of Menopause: Navigating the Financial Costs of a Natural Transition
Real Estate vs. Stock: Which Is the Better Investment?
Exploring Concierge Medicine: A Personalized Healthcare Journey for Women in Their 50s and 60s
Factfulness – Questioning Assumptions and Testing Facts
Successful Parents, Successful Children: Financial Lessons to Pass On To Your Children
The Case For ESG Investing
Navigating the Volatility of Retirement Savings: A Guide for Women
Hidden Assets: Uncovering Financial Secrets with Confidence
Wealth Management: Nine Book Recommendations From Advisors to Get You to the End of Summer
Financial Planning for Women Going Through Divorce: Empowering Your Financial Future
Julie Meissner Featured in WealthManagement Summer Reading Recommendations
Choosing the Right Retirement Plan: Simplified Employee Pension (SEP) IRA vs. Savings Incentive Match Plan for Employees (SIMPLE) IRA
Empowering Women’s Retirement: The Core Equity Advantage
Resources for Caregivers: Balancing Responsibility and Support
Giving As A Grandparent: Essential Dialogues
Julie Meissner Featured in Yahoo Finance Generational Wealth Transfer Analysis
Nurturing Financial Harmony: Unlocking the Power of Communication in Your Relationship
Cash Flow and Retirement: A Fundamental Connection
Unveiling 6 Unique Aspects of LGBTQ+ Financial Planning
Think Again – Challenging Our Beliefs, Opinions, and Thought Processes
Women Manage Their Families and Finances
Dancing to the Rhythm of Life: Reclaiming Balance and Unveiling Your True Priorities
The Link Between Mental Health and Financial Wellbeing: A Closer Look
Money Geek: ‘The Women’s Guide to Financial Independence’
The Psychology of Money — Lessons on Wealth, Greed, and Happiness
Financial Advisor Magazine: How Advisors Can Focus Their Marketing Toward Women
Financial Advisor Magazine: Beyond Lip Service in DEI
Cutting the Apron Strings: Delinking Your Financial Relationship with Your Children
The Roth Difference
The Benefits and Value of Volunteering in Retirement
The Art of Advocacy: Building Your Worth and Negotiating with Confidence
Fortune Magazine: How to know if you should meet with a CFP®
Layoffs Bring Woes or Opportunities
Breaking Free from Financial Constraints: Empowering Women to Take Control of Their Finances
Investing with Influence: What’s the Fuss All About?
A Fresh Start: 5 Financial Spring Cleaning Tips
GOBankingRates – How Much the Average American Should Keep in Savings
Financial Planning for Women in the Age of the SECURE Act 2.0
Coddiwomple: To travel in a purposeful manner towards a vague destination.
Fox Business – ‘Sandwich generation’ survey says Americans caring for children and aging parents are financially stressed
Your Family’s Philanthropic Mindset
What’s Love Got to Do with It? Prenuptial Considerations for Women in Their 50s
Dealing with Unexpected Loss
Emotions and Investing: The Role of the Advisor
Julie Meissner Featured in Forbes Retirement Rollover Rules Analysis
Julie Meissner Featured in GOBankingRates 2023 Money Resolutions Guide
Competing Emotions: Let’s Talk Inheritance – Part 3
Julie Meissner Featured in TheStreet 2023 Financial Strategy Guide
Chart Your Course and Reach Your Goals: Visualizing Success
Ascending in Your Career and Earnings: 4 Tips for Managing Your Surplus Income and New Lifestyle
Navigating Gray Areas: Let’s Talk Inheritance – Part 2
Keeping Money Out of the Conversations During the Holidays
Let’s Talk Inheritance – Part 1
The Caregiver’s Dilemma: How to Know When You Need Help
Venteur – “Yes, Women Can Master Personal Finance Just as Well as (If Not Better Than) Men Can”
Covered: Life Insurance at Every Stage of Life
10 Ways to Make the Most of Your Maternity Leave
Goals-based Planning – What Are We Even Talking About?
Managing Your Family’s Health Care Costs
Your Emergency Fund: The Importance of Keeping Cash on Hand
See You Later Alligator! But don’t forget about your 401(k)
Preparing for the Inevitable: How to Talk with Your Parents About Death
Five Tips to Teach Teens About Finances
Overcoming the Empty Nest Syndrome: How to Cope When Your Kids Leave Home
I am Woman, Hear Me Roar (or at least understand my power)
New To The Investing World? Start With a Simple Approach
In Your Best Interest: When is it right to roll over your 401(k)?
Breaking Down the Differences Between Traditional and Roth IRAs
Overcoming Obstacles as a Female Breadwinner
Moneygeek – “Expert Insight on Financing Your Wedding”
Financing a Wedding: Why Your “Something Borrowed” Shouldn’t Be a Loan
Is Your Second Act the Family Business?
Single Women Homebuyers: What You Need to Know
401K 101: Understanding the Basics
The Sandwich Generation’s Uphill Battle to Achieve Work-Life Balance
Prepare Your College Student for Financial Responsibility
Your Home and Your Retirement
Haven Life “Pride Month: LGBTQ+ friendly investing”
The Rainy-Day Fund: Why You Need It and How to Build It
Taking the Leap: Is It Time for a Career Change?
Inflation: An Old Frenemy Returns
A Checklist for Couples Moving in Together
Invest for Better “Pathfinder – Diane Bourdo”
Changing Careers After 50
Life Lessons From a First Job
Ladies, Do You Feel Secure About Social Security?
Spring Clean Your Finances: A Look at Your Retirement Plan
20 Terms to Help Improve Your Financial Literacy
How Women’s Role in the Workforce Has Evolved over the Last 100 Years
13 Estate Planning Tasks to Add to Your To-Do List
The History of Women and Credit Cards
The Women of Treehouse Wealth Advisors Are Breaking the Bias
“If I’d Only Known”: Avoiding the Need for Hindsight with Your Taxes
Send Positive Money Messages to Your Grandkids through Storytelling
There’s a Pink Tax on Women
The True Price of the Pink Tax
Julie Meissner Featured in Forbes Parenting Financial Planning Guide
Starting a Business After Retirement: What to Know for Your Second Act
Raising Kids without a Silver Spoon
The Silver Split and Your Finances
Ways to Save Money Better than You Did Last Year
New Year, New Mindset
3, 2, 1… New Year’s Financial Resolutions
Money Milestones to Aim For Before 30
Give Your Kids the Gift of a Healthy Financial Foundation
Holiday Gift Guide: Personal Finance Edition
10 Habits of Financially Successful People
I Do, Again
The 3 Most Common Financial Issues Faced by Breadwinner Women
Teach Teens To Invest
You’ve Got Options: Compensation Package Edition
Why Financial Planning Is Different for Women
The Categories Every College Budget Spreadsheet Needs
The Advantages of Downsizing in Retirement
The Newlywed Game: Financial Edition
How To Broach Difficult Money Conversations With Aging Parents
To Negotiate or Not to Negotiate: That is the Question
Hit Reset On Your Finances This Fall
The Most Important Things You Need to Know About Social Security Spousal Benefits
College Tuition: Pricey or Priceless?
Achieve Financial Fitness Before Retirement
You Can’t Take It With You: Creative Ways to Gift to the Next Generation
How To Instill Charitable Values in Children
Financial Wellness: What it is and how to achieve it
Build Smart Money Habits to Beat Debt
The Importance of Giving Back
You Get What You Give: Investment Vehicles for Charitable Giving
Tips for Negotiating Your Salary and Advocating for Yourself
Lifeblood Podcast: Aligning Values with Hallie Krause
Planning for Retirement as a Single Woman
Debunking Debt
Money Tips for New Parents
How to Establish Good Credit
Is the Rate Right?
Teaching Your Kids about Personal Finance
How To Combat Financial Procrastination
The Cost of Kids
The Balancing Act
How to Choose a Financial Advisor
When Should You Start to Think About Succession
Spring Clean Your Finances
Finance Tips for First Time Homebuyers
The Evolution of Retirement
Grey Divorce: How to Navigate your Finances
Take Stock of Your Stocks
Women Take Charge: Be the Boss of Your Financial Future
Creating a Legacy That Lasts
Company Stock Options and Financial Planning: What Works For You?
Talkin’ ‘Bout My Generation: How Our Age Demographic Impacts Our Investment Decisions
Making Cents of Gibberish: Translating Financial Jargon to Something You Can Understand!
Financial Tips for Starting a Family
Retirement Planning: What Women Should Know about Social Security
Transitioning From a Wirehouse to an RIA with Hallie Kraus
Women to Watch Award
Tired of Going It on Your Own? How to Find Flexibility as a Business Owner
The ABCs of ESG: Our ESG Investment Approach
The ABCs of ESG: Investing in Action
The ABCs of ESG: What It Is, and What It Is Not
The ABCs of ESG: An Introduction to Impact Investing
A Checklist to Improve Your Financial Health
Finding Your Business Why — and Why Not: Taking Creative Risks
Required Minimum Distributions (RMDs): Rules Investors Should Know
6 Investing Tips for Gen Z and Millennials
Tune Out the Noise: How Emotions Interfere with Investing for the Long Term
How Do Couples Deal With One Person Out-Earning The Other?
How Pre-Retirees Can Build a Rewarding Retirement
Navigating the Market During Election Years
Explaining the Wealth Gap
Why 401(k) Plans Aren’t Enough to Prepare Women for Retirement
The New Networking: How to Stay Connected While Working Remotely
How to Rally When You Just… Can’t
National Nonprofit Day: Our Favorite Organizations That Are Making a Difference in California and Beyond
Behind the Screens: Supporting Your Local Community Virtually
Homebuying 101: Taking the Stress Out of Your Home Purchase
Things to Consider When Financing or Refinancing Your Mortgage
The Stories We Tell Ourselves with Diane Bourdo
Why You Should Frequently Revisit Your Estate Plan
College Costs Women More — And We Aren’t Allowed to Get Mad About It
Business Succession Planning: Why It Matters for Female Business Owners
Easing Tensions Around Family Inheritances
Estate Planning: What It Is, and Why It’s Important
Changing Narratives in the Profession
Top Hit List from the Treehouse Wealth Advisors Book Club
The Case for Global Diversification
Empathy and Expertise: How Financial Advisors Are Helping Clients During COVID-19
The Executive Woman’s Wishlist for Financial Wellness
How to Feel Confident Your Personal Finances Are in Check
From 2009 and Beyond: How Investor Behavior Has Influenced Wealth Management
Female Founders: This Year, It’s Time to Invest in Yourself
4 Ways Millennials Are Getting Money Right
Millennial Money: 3 financial moves that deserve more credit
Financial Tips for Planning a Wedding
Socially Responsible Investing: Aligning Your Money with Your Values
Negotiating for What You’re Worth
Why You Should Consider a Travel Rewards Credit Card—And How to Choose the Right One for You
How Your Gender Determines Your Attitude Toward Dollars and Cents
How Women Can Build a Sound Investing Strategy
Family Legacies: Do They Influence Our Giving Habits?
5 Things We Need To Do To Close The Gender Wage Gap
How to Make the Most of Your Charitable Gifts, Emotionally and Financially
Understanding the Relationship between Gender and Philanthropy
How Every Woman Can Protect Her Financial Future (And Why She Needs To)
On Rewriting the Rules New Book
Knowing Your Net Worth: What the Number Means and How You Can Improve It
The Gender Income Gap vs. The Wealth Gap
Dealing with Debt: How to Get and Stay on Track
How to Raise Your Daughter to be Financially Confident
Retirement or College Tuition: Which Goal Comes First?
4 Healthy Ways to Teach Your Children About Money
Finding Balance Between Your Head, Your Heart and Your Finances
When Your Career Conflicts With Your Values, Where Do You Turn?
Why Women Are Natural Long-Term Investors
Women’s Financial Forum: Learn, Plan, Invest
To Bring Your Financial Goals to Life, Get Strategic
Beating the “Dog Days of Summer”: Do Your Priorities and Goals Need a Reset?
How to Cope with the Emotional Impact of an Inheritance
Your Estate Plan and Your Children: What to Say and When
Ladies: It’s Time to Own Your Financial Confidence
Estate Planning Is Essential — But Even More So for Women
Diane Bourdo Speaks to Ellevate Network About Women’s Financial Empowerment
Personal Financial Planning for Women
A Guide for Helping Your Loved One Plan for Long-Term Care
Mid-Year Wellness: The Credit vs. Debit Debate (Part II)
Mid-Year Wellness: The Credit vs. Debit Debate (Part I)
Investing on Your Terms: How to Get Started
Give Yourself a Mid-Year Wellness Checkup
When One Makes More: How to Manage Financial Inequality
3 Myths About Women and Money, Debunked
How to Cope With Feeling Financially Stuck
Why It’s Time to Quiet Your Inner Financial Critic
3 Myths About Women and Money, Debunked
Learning to Receive With an Open Heart
5 Retirement Planning Steps For Women
Are Your Giving Efforts Aligned with Your Values?
4 Misperceptions About Life in Retirement
Why You Should Take a “No Rules” Approach to Retirement
How to Plan Your Retirement Journey
What Does It Mean to Maintain an Active Retirement?
Retirement Means the End of Work – Or Does It?
Vocational Resilience – Making Your Work Life Work For You
Physical and Spiritual Resilience – Discover What Drives You
Nurturing Emotional and Social Resilience
Strengthening Your Financial Resilience in Middle Age
Building your Resilience Muscles – in Life and Finances
Reframing Stressful Conversations
Prepping for Conversations About Finances
A Perspective on Family History & Financial Health
4 Tips About Having The Money Talk With A Loved One
Want to Have More Effective Money Conversations? Consider These Four Tips
The Retirement Planning Challenges In Age-Gap Relationships
What is Financial Life Planning?

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