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Main Office:

151 Kalmus Drive, Suite C-150 

Costa Mesa, CA 92626 
(714) 850-0534 

(714) 850-0934 FAX  

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Desert Office:

77-564 Country Club Drive #150

Palm Desert, CA 92211

(760) 350-5049

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Financial Planning

We offer personal financial planning and modular financial consulting focused on your specific needs. We carry out an objective evaluation and assessment of your current financial situation with a focus on identifying areas where an opportunity for improvement may exist. We help you determine what you could be doing now to improve your situation. We believe in a high level of interaction and attention to detail, in particular concerning financial planning, and while we do not have a formal "minimum", we do find our pricing model better-suited towards clients with $200,000+ household income and/or $250,000 investable assets and/or qualified retirement savings.

 
Personal Financial Planning

Our personal financial planning services are designed for those who
 

  • Want financial guidance on the most appropriate solutions for your situation and goals.

  • Have identified a specific item you need to review.

 

A Personal Financial Plan starts with taking a static snapshot of your current financial situation and reviewing the financial planning fundamentals pertinent to your situation and goals.  Financial modeling then enables us to forecast your financial story over several years, looking at various actions and economic scenarios. This can help us decide what courses of action are expected to serve in your best interests and give us insight into any gaps or unpalatable risks in your plan.

 

Examples of items to discuss:

 

  • 401(k) Rollovers

  • Establishing IRAs/Roth IRAs

  • Life insurance needs

  • Long term care insurance needs

  • Disability insurance needs

  • Saving/investing for children

Time Frame & Fee

While there is very rarely such a thing as 'typical' when it comes to planning, we do find that most of our planning assignments take anywhere from 4 to 12 weeks. The time frame depends on the complexity, the number of scenarios, and the number of in-person meetings.  Our fees are commensurate with the complexity and work involved. For more details please view our services offerings flyer.