We provide comprehensive financial planning, tax advice and preparation, and investment management all under one roof. We are Ballast Point Financial Planning, an independent fee-only practice dedicated to helping you set and achieve your financial goals. We believe that you are the expert in your own life and we are here to help you step into the person you were meant to be.
Our physical offices are located in Burlingame, CA, Columbia, MD, and Orlando, FL, however we work with clients across the country and currently serve families in 17 different states. We work as your guide to get you on a path towards financial independence (AKA time freedom). As a fiduciary to you and your goals, we strive to help you make your future bigger than your past.
Our physical offices are located in Burlingame, CA, Columbia, MD, and Orlando, FL, however we work with clients across the country and currently serve families in 17 different states. We work as your guide to get you on a path towards financial independence (AKA time freedom). As a fiduciary to you and your goals, we strive to help you make your future bigger than your past.
Services
It is the mission of Ballast Point Financial Planning to empower 1 million young professionals by aligning their finances with their core values. We will partner with you to work through the financial stressors in your life. We believe that education is empowering, so we will be your partner to help you understand the financial challenges you face in your life so you can make an informed decision.
Ballast Point Financial Planning is a fee-only firm that does not receive commissions, kickbacks, or any type of revenue from our vendor relationships. The only fees we collect come directly from you, the client.
Whether we recommend life insurance, a specific investment strategy, paying down debt, or getting your estate plan done, you can rest assured that we are making these recommendations because they are in your best interest and not to pad our bottom line.We intentionally chose this fee model because we believe it reduces as many conflicts of interest as possible.
Whether we recommend life insurance, a specific investment strategy, paying down debt, or getting your estate plan done, you can rest assured that we are making these recommendations because they are in your best interest and not to pad our bottom line.We intentionally chose this fee model because we believe it reduces as many conflicts of interest as possible.
In-Depth Tax Advice: We have a team of tax pros that provide forward looking tax advice to make sure you are optimizing your tax strategy. We even prepare your personal tax returns for you. Cash Flow Planning: At Ballast Point, we take a deep dive into your cash flow to help you turn your income into wealth and get your money working hard for you.
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