Headquartered in San Ramon, CA, we have been providing advice to clients throughout the United States for more than 25 years. When you talk, we listen. Together we will create a plan of action to help you reach your financial goals. Our core values are honesty, transparency, integrity and trust.
We are a female-owned independent fee-based financial services firm focusing on financial planning and asset allocation. We are neither owned nor financially supported by any insurance company, bank, brokerage firm or other financial institution. This means that our recommendations are free from the influence of any outside third party and/or their products. As an independent financial planner, our focus is on you!
To get started, contact us at 925-275-4940. Let’s start planning your financial success today!
Newsletters
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Bonds Can Offer Stability Even with Rising Rates
Explore three major categories of bonds, plus ideas for navigating the bond market amid climbing interest rates.
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Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
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Considering Preferreds? Proceed with Caution
Considering investing in preferred stocks? This overview examines the risks and potential benefits.
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Taking a Team Approach to Retirement Savings
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?