Our clients come to us with needs as diverse as they are and lead busy lives. Some have been investing for a while and some don't know where to start. We even have a few clients that didn't think they were ready or needed a financial planner.
Our process is centered on you. First, we do a financial health assessment, identifying your financial strengths and potential opportunities. Then we create a game plan that builds on your strengths and addresses your main concerns. We identify what will motivate you to stick to the plan and keep you financially healthy.
With a plan in place, we can identify the level of ongoing coaching and advice you need and will explore a wide range of options to establish a long term working relationship that works for you.
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
firstname.lastname@example.org | 714-329-5022