We are open virtually (email, phone and/or GoToMeeting), as well as in-office with precautions to respect the health of everyone until there is more virus certainty, while still providing important planning and advisory services for you. Please see "Contact" page to schedule a meeting or reach out with any questions you may have. [Placer County Business Checklist] [Placer County News Updates] [Office Workspaces Notice & Guidance]
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.
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 be found via the Disclosure link at the bottom of the page.