Our Firm

Our firm helps  people in the Bay Area navigate through their often complex financial journey so that they can make smart decisions about their money. We provide free, no-obligation consultation.

Our Comprehensive and holisitic  financial planning includes, helping clients understand their compensation package, ESPP, RSUs, Stock options, 401K holdings etc. Our planning includes Life's transisitons and changes,  efficient tax strategies and diversification with an eye on risk . We also include social security maximization,cash flow management  and retirement plan solutions that are personalized and unique to each situation. 

Every individual has their own unique financial journey and cookie cutter solutions provided online or by financial firms do not work for everyone. Talk to us to find out how we can make a difference in your financial situation.