Fee Based Financial Planning
From a Certified Financial Planner®
CFP® Board Certified.
Will act in your best interest.
Unbiased objective advice.
No hidden fees or commissions.
California Bar Association member.
- We require no account or net worth minimums.
- Fee based consultant services.
- Packages to cover your entire planning needs.
- Periodic services for those who need ongoing support.
- Access to personalized online tools and platform to streamline planning & implementation.
- Flexible & convenient to fit your schedule.
- We work with many client outside San Diego, including many active duty military.
- Same professional advice, on an ongoing basis.
- A fiduciary must put your interests ahead of their own.
- As board Certified Financial Planners, we have a fiduciary responsibility to you.
- Our underlying philosophy in the client/planner relationship requires us to act in your best interest.
- Not compensated by selling you products.
- You pay only for time and professional expertise.
- Advice about where and how you should save/spend/invest your money.
- Have a complete understanding of your financial goals.
- Understand the execution needed to accomplish your financial planning objectives.
- Personalized client dashboard to track and monitor your progress.
- Provided ongoing support and updates through webinars, blogs, and other resources.
- Process in place to meet with clients and monitor their progress.
- Secure client login with access to financial planning tools at anytime.