Independent Fee-Only
CFP® Registered Investment Advisor
Celebrating over 26 Years Helping Tech Professionals Bring Logic & Clarity to Their Financial Lives
Wealth Management Basics
Receive solutions to your financial questions by integrating financial planning with investment management.
Coordinating your Financial Goals
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Integrating investment management with a comprehensive financial plan, enables you to coordinate varied facets of your financial strategy.
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Review many areas to include:
Investments
Tax Planning
Financial Independence
Insurance and Risk Analysis
Liability Management
Philanthropy
Funding your Goals
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Meeting with You
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We meet with you at our Palo Alto or Redwood Shores office, through video conferencing online, or via phone. You decide.
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Communicating with You
For ongoing asset management service, you receive performance reports, financial plan reviews, and questions answered as needed.
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Proactive Guidance - We reach out to you when appropriate to provide updated recommendations based on a dynamic world environment.
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Responsive Answers - We address your questions as they arise.
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24/7 Access to your A. Client Portal for real time updated information on your assets and B. Client Vault for sensitive documents.
Your Results
Through life and market changes achieve your goals and exercise good judgment in the face of imperfect knowledge.