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Financial Literacy #8: Should You Use a Financial Planner?

Working with a financial planner

As you’ve learned throughout this master class, financial planning is as much about money as it is about articulating and prioritizing your goals. Your goals can be short-term or long-term, but understanding their role in the overall financial process is critical so that you don’t mismanage your assets along the way.

What are your goals? How much money will it take to achieve your goals? Have you established a time horizon? Are your goals prioritized properly? Do you have fears about retirement? Are you concerned about not having enough money for yourself or to leave to your family? These are just a few examples of the types of questions a financial planner like us can help you evaluate.

Think of your financial advisor as a quarterback, helping you communicate your goals with your CPA, attorney, and other professionals. From start to finish, your financial planner helps you gather information, analyze your current financial situation, develop and implement a plan, and monitor your progress along the way.

We specialize in financial planning, retirement planning, personal finance, estate planning, education funding, and more—our wealth management services incorporate investment portfolio management with financial planning and considerations such as coordination with legal resources, tax professionals and banking needs.

Ready to invest in your financial future? Schedule your free complimentary consultation with us and start reaching your goals today!

Grad Gifts
Financial Literacy #7: Your Retirement Income Plan


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Tuesday, 02 June 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