Affordable Financial Planning Services for Silicon Valley Professionals
We focus on providing affordable planning services to Gen X and Gen Y professionals (ages 35-55) in the San Francisco Bay Area 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), RSU, ESPP, FSA/HSA), debt management, college savings (529-plans), insurance needs, , tax strategy and planning, home purchase/refinance, retirement planning, investment management (asset allocation, portfolio rebalancing), business ownership (solo 401(k), sale), cash flow management, and estate planning.
Your financial situation, priorities, goals and aspirations are unique. We offer the following choice of services to suit your needs:
Why engage with us?
Fee-Only: Compensated solely by your fees, no commissions or kick-backs
Fiduciary Relationship: Your interest first, eliminating any conflict of interest
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
No Asset Minimum: Your investments could be any amount
Flexible Timings: Evening hours, Weekends and Virtual Meetings
Interactive Financial Planning: Visualize what-if scenarios before implementing changes