I am meeting virtually with people. The option to meet in my office is available IF YOU deem it essential* that we meet there. Protocols and guidelines to meet in the office are in place (masks, social distancing, sanitized hands, surface cleanings, etc.). My Calendly link on the Contact webpage shows my availability as well as the option to meet virtually, in office, or by phone.
*Financial service providers have been named essential businesses under the CA Governor’s December 5, 2020 order, however I leave the definition of what is essential, for in-office meetings, up to you. Otherwise, virtual or phone meetings work well too.
Welcome to Better Financial Education
You, the client, are empowered to make decisions. Most people have a general idea of what they want to accomplish but don't know how to connect those ideas, goals and wishes with their personal finances to get there. You have real world goals and desires which have financial ramifications.
You're in charge ... I work in the background with you to guide you with how the pros and cons of choices may affect your decisions.
Some clients want guidance and then want to do the rest on their own. Others want both guidance, and assistance, to be sure more is done behind the scenes automatically for them and their investments earmarked for their goals and desires ... most importantly, for retirement. The choice is always yours; I help you decide and can work with, and for, you.
I invite you to explore the tabs and their corresponding brief descriptions of how I may be of help to you and your financial plans and investing. Please come inside, to learn more how I may work for you, by visiting the various navigation tabs above and their links that may be of interest you.
I've designed the site where you can read it much like a short book that takes you through things so you don't miss anything through links to the next page towards the bottom of each page,
or traditionally by clicking on tabs/links of interest to you.
If you're seeking just education, then I invite you to visit my blog (clicking on blog link below) which has short articles on many topics relating to personal finance and other topics around it. Here is a post on how to find specific items that may be on your mind.
Please also see the Knowledge Center educational video library (by clicking on the Videos link below) for helpful insights to many things on your mind.
Here's my Customer Relationship Summary (CRS) ADV Part 3 What is this?
Fees and Conflicts of Interest are discussed and expanded further in ADV Part 2 Items 4 & 5
More information may also be found via the Disclosure link at the bottom of the page.