Attune means "to bring into harmony". Attune Financial Planning was founded with this purpose in mind. We are dedicated to helping affluent and high-net worth career professionals develop harmony between their finances and their important life goals. Attune Financial Planning is a Fee-Only firm based in San Rafael, California.
We provide expert financial planning, tax planning, and tax preparation services for clients throughout Marin County and the greater Bay Area. Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction.
We provide expert financial planning, tax planning, and tax preparation services for clients throughout Marin County and the greater Bay Area. Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction.
Services
I am the founder of Attune Financial Planning. My firm specializes in providing comprehensive financial planning, tax planning, and tax preparation services to affluent and high net-worth career professionals and their families. I established my own firm because I value the independence and the freedom to do what is best for you and without any conflict of interests.
You are newly retired or would like to retire in the next few years. You are ready to embark on this exciting next stage of life and want to make sure you are financially prepared. You are looking for a financial strategy that is in harmony with your goals and values. You are a successful career professional with complex tax & executive compensation planning issues (stock options, restricted stock, deferred compensation).
This process is designed so that you are able to make an educated and informed decision about whether or not you should work with us on an on-going basis. We want you to come away from this experience confident that you have chosen the right financial planning partner.
If you are retired or wishing to retire within the next 15 years, are looking to delegate your financial planning needs to a trusted advisor, and have $500,000 or more in investable assets, we invite you to explore our services then take step #1 and schedule a complimentary phone consultation.You will be asked to complete a questionnaire prior to this meeting so we can have a clear picture of your financial situation.
If you are retired or wishing to retire within the next 15 years, are looking to delegate your financial planning needs to a trusted advisor, and have $500,000 or more in investable assets, we invite you to explore our services then take step #1 and schedule a complimentary phone consultation.You will be asked to complete a questionnaire prior to this meeting so we can have a clear picture of your financial situation.
Our mission is to help you form a harmonious relationship between your goals and investments. Over the course of the next 12 to 18 months, we will work closely together to develop and implement your Financial Plan. Our Firm will act as your guide, monitor your progress, and help you to maintain focus on your personal and financial goals.
Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. Initially, this process will help you to clarify your values, priorities, circumstances, and aspirations; and then guide you in defining and designing your unique version of the "rich life."
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