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.
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Our services cover a wide variety of financial planning areas such as employer benefits (401(k), 403(b), RSU, ESPP, FSA/HSA, ISO, NQSO), debt management, college savings (529-plans), insurance needs, tax planning and strategy, home purchase/refinance/upgrades, retirement planning (IRA, Roth Conversion), investment management (asset allocation, portfolio re-balancing, tax-loss harvesting, stock concentration), business ownership, budgeting and cash flow management, investment property assessment, special needs planning and estate 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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Fee-Only: Compensated solely by your fees, no commissions or kick-backs
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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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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 2025)
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: $2,200 - $3,800
(depending on the income sources and complexity of the client's situation)
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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: $245 - $345 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 3 hours)