Affordable Financial Planning Services for Technology Professionals
We focus on providing affordable planning services to Gen X and Gen Y professionals (ages 35-55) in the Silicon Valley/San Francisco Bay Area and beyond who want to build, grow and secure their financial future.
Our services cover a wide variety of financial planning areas such as employer benefits (401(k), 403(b), 457, RSU, ESPP, FSA/HSA, ISO, NQSO), budgeting and cash flow management, debt management, college savings (529-plans), insurance needs, tax planning and strategy, home purchase/refinance/upgrades, investment management (asset allocation, portfolio re-balancing, tax-loss harvesting, mitigating stock concentration), retirement planning (IRAs, Roth Conversion), business ownership, self-employment retirement savings, investment property assessment, special needs planning, charitable gifting, estate and legacy planning.
Unique Benefits of Working with Us
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Personalized Services: Guidance on all facets of financial plan from a Certified Financial Planner®
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Independent: Not affiliated with any broker/dealers or "Wealth Management" franchises
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Fiduciary Relationship: Your interest first at all times, eliminating any conflict of interest
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Advice-Only/Flat Fees: Fees are based on complexity only. Unlike wealth management advisors, our fees are not calculated as a % of total "Assets Under Management" (AUM), Net Worth or Income
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Fee-Only: Compensated solely by your fees, no commissions or kick-backs
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No Asset Minimum: Your investments could be any amount
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Flexible Timings: Evening hours, weekends and virtual meetings
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Interactive Financial Planning: Visualize what-if scenarios before implementing changes
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Tax Analysis & Planning: Identifying short-term and long-term tax savings opportunities
Financial Planning Services and Fees (effective April 2026)
One-Time Financial Planning
Meet with you over a 4-8 weeks period to prepare a comprehensive financial plan. Implementation and changes will be supported for up to 3 months.
Fees: $2,400 - $3,200 - $4,000
(depending on the income sources and complexity of the client's situation)
Ongoing Engagement
Closely work with you addressing various aspects of your financial priorities, help you implement the plan and making adjustments along the way for any changes.
Fees: $250 - $300 - $350 per month
(depending on the income sources and complexity of the client's situation, 12 months minimum)
Project-based Consulting
You want to consult on a specific topic that needs immediate attention. You would like to get a customized plan and recommendations for addressing the situation
Fees: $300 per hour
(depending on scope and estimated hours for the project, minimum engagement is 4 hours)