Ana Hata is dedicated to her mission to help clients make powerful and meaningful choices in their financial life. She does this by adhering to a set of four core values:ACTION: Ana helps clients steer away from financial procrastination with confidence and immediacy and encourages them to act in service of their financial future.LEARNING: Ana embraces new knowledge and believes there is always room for growth and improvement, both professionally and in a client's financial world. Ana helps clients adapt their financial plan in a constantly changing world, by providing keystone financial literacy resources while also embracing new developments in the forefront of financial services.COMMITMENT: Envisioning a financial future means a client must make complex choices where much is at stake. Ana is steadfast and loyal to her clients, their wellbeing, and their financial success. Ana will stand by her client’s side to celebrate achievements and offers support when clients must navigate the unexpected.FULFILLMENT: Ana helps clients build wealth in line with their personal values, in order to achieve their life’s dreams. Ana believes that true wealth is living the life that makes us most fulfilled. Money is simply a tool to help us get there.Ana specializes in working with corporate executives, women-owned small businesses, employees and executives in pre and post-IPO companies, and their families. She commits a majority of her practice to serving women+, women of color, and LGBTQ+ clients.