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Guiding You to Financial Freedom




You Are Not Your Money (But You’re Related)


YOU … You are likely a pre-retiree professional, such as an attorney, tech industry executive or business owner. You’re also the sum total of everything that makes you tick: your satisfying, sometimes challenging career; the family you return home to every day; the community you’re engaged in; your most inspiring personal interests and activities.

YOUR MONEY … Sometimes, you wonder about it. Are you investing it wisely? How will you know when you have enough to retire? What if life throws you curveballs – are you ready for them? You’re charitably minded, but how does that translate into effective giving? What would happen to your family if you died?

YOU AND YOUR MONEY … Every day, in the Bay area and beyond, we consider these sorts of money-related topics with our clients. We’ll help you connect your wealth to everything related to your home, work, community, family and personal interests.

Let's Get Together and Talk about YOU. 

Schedule your 30 minute introductory call now.