Whether your goal is to transition into retirement, leave a legacy to your family, friend or favorite charity, or to regain control of your financial future, you need a financial plan to keep on planning. PRFP is an independent, fee only, registered investment adviser and financial planning firm. Serving the life planning goals and wealth management needs of individuals and families in the San Francisco Bay Area since 1996.
Nancy C. Tattersall, CFP enjoys helping Clients gain control over their financial lives while observing Clients attain greater quality of life through the fianncial planning process. Mapping out the possibilities with a trusted Certified Financial Planner can give you confidence in the path you choose by understanding the consequences of your options.
Nancy C. Tattersall, CFP enjoys helping Clients gain control over their financial lives while observing Clients attain greater quality of life through the fianncial planning process. Mapping out the possibilities with a trusted Certified Financial Planner can give you confidence in the path you choose by understanding the consequences of your options.
Services
PRFP is a client-centered financial planning practice. As the sole principal, Nancy C. Tattersall, CFP began PRFP in 1996.
Prior to starting her own financial planning practice, Nancy championed one of the first retirement learning centers for Fidelity Investments in Palo Alto, CA to serve a number of Fidelity Investment's Institutional Tax-Exempt Clients and their employees in higher education, healthcare, as well as, foundations in the San Francisco Bay Area.Nancy has served as past Director of Programs for the Financial Planning Association (FPASF).
Prior to starting her own financial planning practice, Nancy championed one of the first retirement learning centers for Fidelity Investments in Palo Alto, CA to serve a number of Fidelity Investment's Institutional Tax-Exempt Clients and their employees in higher education, healthcare, as well as, foundations in the San Francisco Bay Area.Nancy has served as past Director of Programs for the Financial Planning Association (FPASF).
Discover your financial goals and objectives to reveal what's important, prioritize lifestyle preferences with available resources. Nurture and guide you through the financial planning maze to ensure vulnerabilities are buttoned and financial resources are aligned with current goals and values.
Customize financial planning scenarios to enable you to make informed choices confidently after careful consideration of the possibilities, costs and benefits of various scenarios, in light of what is most important to you.Motivate you via a client centered financial planning approach to encourage and motivate you to implement your plan.
Customize financial planning scenarios to enable you to make informed choices confidently after careful consideration of the possibilities, costs and benefits of various scenarios, in light of what is most important to you.Motivate you via a client centered financial planning approach to encourage and motivate you to implement your plan.
Directions: We are located in central San Rafael. From 101N take the Lucas Valley Smith Ranch Rd. exit. Make a right onto Smith Ranch Rd. and proceed to the left lane. Take the first left at the light and continue up the hill passing the Social Security Office on your right. Make a left into the office park and our building is on the right and you will find us on the first floor in Suite 160.
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