Financial Planning
Financial Planning for Individuals, Couples, & Families
5 Stages of Financial Planning
Learn more about our process
Engage
Establish and define the client-advisor relationship
Collect
Gather client data, define goals and establish expectations
Analyze
Process and analyze information to determine financial needs
Design
Develop and present financial planning recommendations and/or alternatives
Implement
Implement the financial plan recommendations
How can we help?
We can help you build a financial plan designed to help your savings grow, at your preferred level of risk.
Personalized Strategy
When you engage our services, you benefit from personal attention and our prodigious financial experience. We pride ourselves on providing outstanding customer service and building professional relationships with our clients.
Achieve Your Goals
We take the time to fully understand the needs and goals of you and your family. Then we provide you with the information, advice, and alternatives you will need to make the appropriate decisions about your financial future.
What Our Clients Say
Insights Guidance
Financial Planning Resources For You:
Gen Z Financial Planning Strategies for Long-Term Success
5 Questions you should ask before hiring a financial advisor
Hiring a financial advisor is a big decision and we want to make sure you know the right questions to ask before you make your choice. Download our free guide now.
San Ramon, CA
Location
2603 Camino Ramon #350,
San Ramon, CA 94583
Contact Information
(925) 659-8020
(800) 878-1665
Fax: (800) 878-1665
Office Hours
Monday – Friday
8:00a – 5:00p
Houston, TX
Location
1800 West Loop South
Suite 1100
Houston, TX 77027
Contact Information
1 (713) 635-9086
Fax: (888) 611-4147
Toll-Free: (800) 318-7848
Office Hours
Monday – Friday
8:00a – 5:00p
FAQ
Financial advisors guide their clients in a variety of ways including retirement planning, wealth management and advice on a range of topics. This can include: basic budgeting, setting short and long-term financial goals, reviewing potential insurance needs, and comprehensive financial planning.
A fee-only advisor is paid directly by his/her clients and does not receive commissions for products sold. Fee-only financial advisors act as fiduciaries. A fee-based financial advisor is paid by the clients, but can also receive commissions for financial products the client purchases. Fee-based financial advisors are required to only recommend products that are suitable for their clients.
- ENGAGE – Establish and define the client-advisor relationship
- COLLECT THE DATA – Gather client data, define goals and establish expectations
- ANALYZE THE DATA – Process and analyze information to determine financial needs
- DESIGN – Develop and present financial planning recommendations and/or alternatives
- IMPLEMENTATION – Implement the financial plan recommendations
- REVIEW – Review the financial plan recommendations