Independent Women

We see your strength—and we plan to protect it.

Whether you’re building wealth solo, navigating a life transition, or preparing for retirement on your terms, you deserve a financial partner who truly listens. At Johanson & Yau, we help independent women create a plan that reflects their goals, values, and vision for the future—with respect, clarity, and collaboration every step of the way.

Questions You Might Be Asking

We meet you where you are—with empathy, insight, and an expert team behind you. Our integrated approach combines tax-smart planning, investment guidance, and wealth strategy in one collaborative experience. You’ll always know where you stand, and where you’re going. We’re here to help you navigate:

Am I on track to retire comfortably and independently?
How do I balance saving, investing, and giving?
What’s the best way to protect my assets and future income?
How do I plan after a divorce or loss of a partner?
Can I afford to change careers or take a sabbatical?
How do I create a legacy for my loved ones or community?
What financial strategies reflect my values and priorities?

Common Goals We Help You Pursue

Retire with financial confidence
Protect income and assets
Navigate life transitions
Invest with purpose
Build a giving strategy
Plan an intentional legacy

Integrating Your Wealth Picture

Financial Planning

Charitable Planning

Risk Management

Estate & Legacy Planning

See All Services

Your goals. Without Compromise. 

Schedule Meeting

Who We Serve

From tech professionals to business owners, discover the people we help and the problems we solve.

View Our Clients

Our Approach

Our approach is personal, practical, and built around your life—not just your assets.

See How We Help

Wealth Services

Get to know our approach to financial planning, investment management, and equity compensation strategies.

Explore Our Solutions