Online Financial Planning

From a Certified Financial Planner®

Convenient

Access a CFP ® from anywhere.

Technology driven

Secure and user friendly.

Accessible

Work with us from anywhere.

Services

Services vary based on the complexity of each client’s situation.  Our structure is a fee-for-service.  You pay us only for our time and expertise.

  • 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.

busy life, but still Need professional financial planning?

Work with a financial planner no matter where you live or work.

Fiduciary

  •  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.

Fee based

  • Not compensated by selling your products.
  • You pay only for time and professional expertise.
  • Advice about where and how you should save/spend/invest your money.

Accessible

  • Flexible & convenient to fit your schedule.
  • Work with many clients outside San Diego, including many active duty military.
  • Same professional advice, on an ongoing basis.

Ongoing support

  • Provided ongoing support and updates through webinars, blogs, and other resources to continue moving forward with your plan.
  • Process in place to meet with clients as often as needed.
  • Secure client login with access to financial planning tools at anytime.
Call Now