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Financial Literacy #1: Planning for Your Financial Future

Family in the sunlight

Financial planning is more than just investing. Holistic financial planning is the process of pursuing your life goals (planning for retirement, buying a home, saving for your child’s education, leaving a legacy for your family) through smart management of your resources. A solid financial plan includes goals, net worth, cash flow, retirement strategies, long-term investments, and estate planning.

Throughout this series, you’ll learn the basics of becoming debt free, building wealth, non-retirement investing, estate planning, and more—consider this your financial planning master class.

The first step to creating wealth is building a strong financial pyramid. This big-picture approach to meeting your future financial goals prioritizes your finances and ensures that you start off with a strong financial base to mitigate risks. Insurance needs are imperative to protect your assets from unforeseen loss, and setting aside an emergency fund (a healthy cash reserve) is an important step to protect your financial security.

Learn more about building your financial pyramid. Next, we’ll focus on the foundation of your pyramid and how you can protect your assets.

Financial Literacy #2: Insurance Planning is Finan...
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Monday, 13 July 2020

With the easing restrictions of the California Shelter in Place order, we have resumed our normal business hours in the office. As before, we are taking steps to ensure the safety of our staff and clients:

  • Surfaces will be sanitized regularly
  • We have several bottles of hand sanitizer as well as anti-bacterial soap and a sink in the office along with disposable masks should you like one.
  • When possible, we will continue to maintain social distancing and when not possible all the staff has masks.
  • Masks are not required for you to enter our office.
  • We are more than happy to meet with you in office but still maintain the capability for web meetings or telecoms. And as always can be flexible if you require special meeting time accommodations.

Our office hours are:
M-Th 8 a.m. – 4 p.m.
Friday 8 a.m. – 1 p.m.

As always we are available by phone at 209-636-4931 or on email at or