Ongoing Financial Planning Services are offered for a flat fee ranging from $100 to $3,000 per quarter. Fees are negotiable.
The Plan Services are rendered for a flat fee that is generally less than $10,000.
Folsom, CA
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →My earliest memory of money is watching my mom sort through her large wallet of department store credit cards at the cash register to find the right one for payment. As a kid, it taught me that credit cards were normal and I didn't hesitate to get my first card as an adult. Our early experiences shape our relationship with money, making financial planning deeply personal. Everyone’s journey is unique, and I love learning about your life to create tailored advice that helps you live your best life.My personal journey includes:- Joining a fintech startup as the 4th employee, where I learned to pivot and adapt quickly.- Working with high-earning professionals, which taught me advanced tax-planning strategies.- Teaching financial education webinars, where I honed the ability to simplify complex concepts.Every day, I’m grateful to serve people.