530 Lytton Ave
Palo Alto, CA 94301
Phone: (650) 667-8691
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Investment Management, Financial Planning, International planning & Advice
About Ariadne Horstman
Ariadne founded Appreciate Finance in 2015 and merged her business with Tamarind Financial Planning in 2022. Her goals are to help individuals and families realize personal goals and dreams through comprehensive financial planning and investment management. She has practiced as a CFP® since 2008, and, prior to that, worked in the tech industry in Silicon Valley after a career in consulting and conference production in France. Having also lived in India and spent time in the UK, she has international skills to bring to those with cross border situations. Ariadne is based in Palo Alto with her husband, now empty nesters as their two children pursue studies. A graduate of Smith College, she completed financial planning coursework at UC Santa Cruz and loves the outdoors, yoga, reading, creative writing and meditation.
Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of a changing financial climate and will make recommendations in your best interest. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, a CFP® can provide you with the planning options you need.
How do we charge for wealth management? At Tamarind Financial Planning, we offer several models of pricing for services to choose from: Ongoing Financial Planning Fees billed monthly or quarterly, One Time Comprehensive Financial Plan and/or Assets Under Management charge for Investment Portfolios.
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