We primarily serve new physicians and clients working in the Bay Area tech sector and "gig" economy. Beginning with your goals, we will craft a financial plan that encompasses all aspects of your financial life. If you are interested in our comprehensive financial planning offering we will also implement the plan with you. Requires that a financial adviser act solely in the client's best interest when offering personalized financial advice.
Services
2. We'll collect additional information on existing financial assets and perform a risk assessment. 3. I will generate an initial financial plan and customized investment policy statement (IPS). See "What is covered in my financial plan?" 4. We'll review your plan, decide collectively on next steps, and begin implementation.
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