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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.
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