More than financial planning—a trusted partner through life's transitions.
The uncertainty you feel today does not define your future. Through thoughtful financial planning and personalized guidance, we help women navigate divorce, loss of a loved one, and career transitions - and build a future grounded in hope and confidence.
A Team in Your Corner
Periods of uncertainty do not define your future—and you don't have to face them alone.
Like the giant sequoia, whose renewal begins after fire, growth often emerges from life's most difficult seasons. At Sequoia Grove Financial Planning, we help women move through divorce, widowhood, retirement, and other significant life transitions with thoughtful financial guidance and steadfast support. As planners and advocates, we bring clarity to complex decisions so you can move forward with confidence toward a future filled with possibility, purpose, and hope.
Sequoia Grove Financial Planning was founded on the belief that financial advice should provide more than investment management alone. Through personalized planning and compassionate guidance, we help clients create a path forward—and a future defined on their own terms.
People We serve
Divorce Support
Navigating divorce can feel overwhelming, but it doesn't have to define your future. We serve as both financial planners and advocates, helping you transform uncertainty into clarity and create a roadmap toward the life you envision for yourself.
Rebuilding After Loss
Losing a spouse or loved one is deeply personal, and managing financial affairs and estate matters while grieving can feel overwhelming. As financial planners and advocates, we help bring clarity to the many decisions ahead, providing compassionate guidance and support so you don't have to navigate this transition alone.
Retirement & Income Strategy
You've spent years building financial security. The transition into retirement should be approached with the same care and intention. Using a bucket-based approach, we integrate your assets, income streams, and long-term goals into a thoughtful retirement income plan—helping you replace uncertainty with clarity and confidence.
Investment Management
A strong financial foundation creates space for possibility. Through personalized financial planning and investment management, we help clients make informed decisions, stay focused on their goals, and move confidently toward the future they envision.
Resilience in every Season
After experiencing her own divorce, founder Julia Farag understands firsthand the fear, uncertainty, and overwhelm that often accompany major life changes. That experience shaped her commitment to helping women gain clarity, restore confidence, and build financial security during times of transition
our process
From Discovery to Partnership
Step One
Discovery: We begin by getting to know each other in a 90-minute discovery meeting. Our hope is to be your partner and advocate, so we use this time to understand your history, values, and goals and give you time to ask questions.
Step Two
Analysis & Strategy: We evaluate your current financial structure to identify opportunities, risks, and areas for improvement. Then, we develop financial strategies tailored to your unique circumstances and priorities.
Step Three
Plan Presentation & Implementation: Together, we review your proposed financial plan, discuss recommendations and priorities, and evaluate your probability of financial success. Once we agree on a path forward, we establish clear next steps and begin implementing the strategies designed to support your goals.
Step Four
Guidance & Partnership: Through regular reviews and continued collaboration, your financial strategy will adapt and change with your goals & circumstances over time.
Our Resources
Learn about upcoming workshops, explore our financial glossary, gather tax resources, play with our calculators and understand our market perspective by visiting our Resources page.