lafayette-resevoir

My Financial Life Planning process will help you get to
the heart of your values and priorities to create a framework
that aligns your financial plan with your life goals.

Family

Life Happens

Transitions and changes are a fact of life.  They come in many forms—some we may welcome (retirement, a new family member); others less so (loss of a loved one, good health, or a relationship.)  Like it or not. life happens.  The reality is that it is not so much the actual experience that has the greatest long-term impact on our lives, but rather how we work through the “in-betweenness” and move forward.

Do any of these financial questions keep you up at night:

  • Will I be OK?
  • Can I afford to retire?  When?
  • Do I need a plan?
  • Where can I get a second opinion?

I specialize in working with people who are going through a life transition, such as:

    • Settling in as a family or in a new house
    • Funding an education
    • Sudden money
    • Retirement
    • Loss of a spouse
    • End-of-life and legacy planning

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Office Locations:

2832 College Ave
Berkeley, CA 94705

1990 North California Blvd. Suite 600
Walnut Creek, CA 94596