Online Financial Planning
From a Certified Financial Planner®
Access a CFP ® from anywhere.
Secure and user friendly.
Work with us from anywhere.
- 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.
- 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 your products.
- You pay only for time and professional expertise.
- Advice about where and how you should save/spend/invest your money.
- 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.
- 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.