EAST BAY

66 Franklin St. Oakland

415.637.5087

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NORTH BAY

19 Ana Ct. San Rafael

415.290.8612

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We are fee only investment advisors and fiduciaries.

We like grilled cheese sandwiches, talking about money and playing Legos with our kids. Here’s how we work...

 

1.  We figure out where you are.

2.  We figure out where you want to be.

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

4.  We explain the plan as if you're 10 years old.

​5.  If you follow the plan, you’ll be OK.

​6.  If you don’t follow the plan, you’ll die poor and alone.

SERVICES

Retirement Planning
Buying a Home
Unemployment Insurance
RSU/Stock Options/ESPP
IPOs
College Savings
Tax Guidance
Life Insurance
Student Debt
Credit Card Debt
 

PRICING

Financial Plan.....................$1,500
Ongoing Advising...........$100/mo

EAST BAY

NORTH BAY