LULA FINANCIAL

financial planning
for people who hate
financial planning

Retirement Planning

Budgeting

Home Buying

RSU/Stock Options/ESPP

Tax Guidance

College Savings

Life Insurance

Student Debt

Credit Card Debt

Financial Plans

Individuals $2,000

Couples $3,000

Ongoing Advising

$100 - 200/mo

We are fiduciaries and fee only.

1. We figure out where you are.

2. We figure out where you want to be.

3. We make a plan to get you from where you are to where you want to be.

4. If you follow the plan, you'll be OK.

5. If you don't follow the plan, you'll die poor and alone.