Core Tenets of our Relationship:
We deeply believe planning and implementation of your plan are imperative to your success. Financial Planning is an ongoing process that involves reviewing all aspects of your financial life. We will review your goals for: retirement, taxes, estate planning, investment portfolio, debt management, college savings, budgeting, cash flow analysis, employee benefits, Social Security, and insurance. We will build a plan based on your current situation today and then continually monitor and adjust as needed. It is important to understand this is an ongoing process and there will be changes along the way.
Planning First: We believe having a plan is crucial to financial success.
Fee Only: We believe to be a true fiduciary a planner must be fee-only and not influenced by sales commissions.
Independent: We believe in independence. At SF Planning we have no proprietary investments that could influence our recommendations.
Service: We believe that service is at the core of all we do. We serve a select group of families at the highest level.
Affordability: We believe financial planning should be cost effective and available to everyone. We are not your typical "wealth manager” and we have structured our fees with your success in mind.
