66 Franklin St. Oakland
19 Ana Ct. San Rafael
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.