Will I Be OK?

No matter where you are in life, this, of course is your primary concern.

When you are in the midst of a life transition—anticipated or not—you wonder if you are making good decisions. You may be reacting instead of acting, and not necessarily thinking clearly. How are you going to get back on track?

I’ll give you not only a sanity check, but help you focus on what’s important and avoid the kind of missteps that can have long-lasting implications. We’ll work in a true partnership: I’ll listen, ask questions, and help you think realistically about your present and future.

Together we will identify and prioritize your goals. From there we look at where you are today, and where you are headed, to provide a confidence level of your ability to meet those needs, wants, and wishes looking forward into the future.

Life happens, so our process provides the opportunity to review and revise the plan “on-the-fly” to make adjustments as life and circumstances change. While we are at it, let’s take a look at the things you might be afraid of and how it will affect your plan’s confidence level if they do. In essence, we build and maintain a “living plan” rather than a snapshot at a moment in time.

  • FIDUCIARY

    You, my clients entrust me with your funds and personal information, which in turn places a high standard on my conduct and integrity.  As a fiduciary I am compelled to act with the utmost integrity in all of our dealings.  And as such, I pledge to act in your best interest at all times.

  • TRANSPARENCY

    I value your trust.  One way to earn and retain your trust is by being transparent about fees.  Lamorinda Financial Planning is a Fee-Only advice provider, paid only by you, the client; for the time it takes to help you.  

  • PRIVACY

    To protect your personal information from unauthorized access and use, I use security measures that comply with federal law, including computer safeguards and secured files and building.  I am bound by professional standards of confidentiality that are even more stringent than those required by law.