Personal Financial Plan
A Plan Focused On You
Each recommendation we make is based on your unique situation.
Our plans are designed to recognize red flags and land mines ahead of time.
We don't sugar coat any results. Our plans tell it like it is.
Comprehensive Tax Analysis
We create a 5-year tax projection analyzing your current and future tax liabilities. Wonder how your tax situation may change by buying a house? Selling stock? Or simply retiring?
Take the guesswork out of your taxes with our comprehensive analysis.
Insightful Budget Statement
There are plenty of budget apps and software you can use. But the questions remains: what do your do with your results?
Our cash flow statement allows you to understand your results and provide insightful data into the trade offs you make.
Realistic Goal Tracking
Let us help you answer the real life question: "Am I on track to reach my goals?"
Our sophisticated software allows to you see your progress towards multiple goals, examine trade offs, and identify the most efficient route to put you in position to succeed.
Take a deep dive into your current investments by understanding what you own, your risk level, and what fees you may be paying.
Not interested in running your own portfolios? No problem, we can take the burden off your shoulders with our flat fee portfolios.
Plus Much More...
Dissect your personal insurance and liability coverages.
Make sure your estate remains private and outside of Probate.
Understand your benefits package and your enrollments.
How It Works
Good Fit Meeting
Lets get to know each other. Our complimentary introduction meeting allows you to learn more about financial planning, how it works, and an opportunity to discuss your specific situation.
Give us insight into how your lifestyle works. Our second meeting consists of gathering your financial data and creating a blueprint to build your financial plan.
Financial Plan Presentation
The results are in! Our financial plan presentation meeting is our first run at sharing our recommendations and ideas.
Amend and Update
As life happens and your goals change, we continue to monitor and update to stay on track.
+ Is there an initial cost to meet with you?
No! Our initial good fit meeting is complimentary and designed to make sure we can benefit your situation. If we are not a good fit for you, we have a network of additional professionals we can refer you to.
+ Can we meet in person or virtually?
Both! If you are local to Pasadena we can meet at my office. If you prefer to work virtually we can do so as well. There is no additional cost one way or the other.
+ Am I limited to how many times I can speak with you?
No! I don't put any restrictions on your communication with me. We can meet and talk as many times as it takes to get your finances in order.
+ Do you prepare tax returns or legal documents?
No, I provide strategies and guidance when it comes to taxes and estate planning, however do not prepare any tax returns or legal documents. I do have a network of CPA's and Attorney's I can refer you to.
+ What software do you use?
Each advanced and professional level plan is hand written by me. I use a variety of software to analyze and create recommendations. For the beginner plan, I use MoneyGuidePro to create your financial plan.
+ What information do you need from me to get started?
We provide you with a checklist as well as an electronic worksheet to upload all the relevant documents we need. From a high level, we will need copies of your tax returns, pay stubs, investment statements, estate planning documents, mortgage statements, and any other documents relevant to your situation.