Services

 

Providing Comprehensive Financial Planning-- I help clients translate their financial objectives into a sound, long-term investment plan, as they are faced with an incredible array of choices about ways to invest their money.  Roller coaster changes in the economy, markets, and tax laws make the picture unclear, forcing many investors to make harmful, emotionally-based decisions.

My services help clients organize their financial affairs, assist them in making informed decisions, keeps them on track, and coach and educate clients about how to be more successful investors.

I recommend that every investor writes a compresensive financial plan, that covers all areas of wealth accumulation and risk management, so that we can lay the foundation to help you build your financial future.

Bottom Line:  I help Bay Area investors to organize their finances, make informed decisions, and stay on track.

 

 

My initial consultation is free. Please contact me with "Initial Consultation" in the subject line if you are interested.