Client-Focused Fiduciary Financial Planners

We are an independent, fee-only wealth management firm, so our guidance comes without conflict of interest or compromise. We are accountable only to our clients and work every day to earn their trust.

Meet Our Team

JLFranklin Wealth Planning takes a team approach to working with clients whose financial lives we can impact the most. We specialize in tax planning as well as planning for stock options and other equity awards, helping our clients to meet their goals and live their dreams.

Joyce Franklin CPA, CFP®

Founder & Lead Advisor

Tarren Schaar, CFP®

Wealth Manager & Operations Director

Lizet Ramirez

Client Service & Operations Manager

Karen Sulkis​

Writer & Editor

Natalie Silverman

Social Media Intern


If you’re a financial planning professional looking for collaborative, rewarding work, take a look at our open positions.

Personal CFO

Let us worry about the day-to-day details of your financial life, while you pursue your passions.


Find frequently asked questions—and answers—about wealth planning and our firm.

While we specialize in working with those in tech and startups, our clients come from all walks of life and include current and former employees of:

Our Mission & Core Values

We are passionate about providing thoughtful, proactive, accurate pathways to financial freedom, in a responsive manner, so our clients can achieve their goals and live their dreams.​