LULA FINANCIAL

financial planning for people who hate financial planning

20 min to see if we're a good fit,

and answer your questions.

We are fee-only and fiduciaries.

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.

Services

Retirement Planning

Home Buying

RSU/Stock Options/ESPP

IPOs

College Savings

Tax Guidance

Life Insurance

Student Debt

Credit Card Debt

Pricing

Financial Plans

Couples 2,500

Individuals 2,000

Ongoing Advising

100 - 300/mo