Financial Planning

Financial planning is about helping you understand what's possible and putting your financial situation in context so you can make smart decisions with your money.

Would you like to have a plan?
We believe the power of financial planning is not in the report that we generate when we’re done. It’s in the process. It’s about getting to know you and what's important to you.  It's getting clarity on your current situation and considering your options. We then work with you to develop a plan that’s custom tailored to you.

Would you like to know if you’re on the right track?
Our clients are busy, and their finances complex, so they’re not always sure! We help you get organized and put your personal finances in order so you know what you’ve got and what you need to do.

Would you like to know what’s possible?
Often times people underestimate what they can accomplish. Could you retire today or do you need to work another twenty years? Can you send the kids to Cal State or Stanford? We help you understand your options and how the decisions you make today might impact your future.

Would you like to make sure your plan doesn’t blow up?
We believe that sometimes people are blind to the risks around us so we provide a different perspective.   We help identify gaps in your planning and things that could prevent you from accomplishing your goals. We then help you take action to minimize those risk exposures.

Would you like a partner? We understand that things change, and want to work with you to adapt and modify your plan to the inevitable changes in your life and circumstances. Think of us as your own personal Lewis and Clark. We don’t know exactly what the future holds, but we know how to get you there!

Would you like to work with someone committed to helping you? Working with us, you’ll be working with a Certified Financial Planner® trained to guide you on your journey and always putting your interests first.

Want to get started with planning your financial future?
Let’s talk! Send us an email or give us a call at 925-292-5936 to schedule a no-obligation conversation about how we can help.