Frequently asked questions

We work with individuals and small business owners in the Bay Area to review your overall financial picture, including savings strategy, investment allocation, and retirement readiness. Our goal is to help you understand where you stand and build a plan that makes sense for your situation.

We're based in San Francisco and primarily serve the greater Bay Area, though we can discuss your specific location when you reach out. We'll let you know right away whether we're the right fit for your needs.

We typically schedule first meetings within one to two weeks, depending on current availability. When you contact us, we'll confirm our hours and find a time that works for you.

We'll listen to what's on your mind financially and ask questions to understand your situation better—no pressure, just conversation. From there, we'll outline what we might be able to help with and what the next steps could look like.

We discuss pricing directly with each client based on the scope and complexity of the work involved. There's no one-size-fits-all model, so we're transparent about costs upfront before you decide to move forward.

Yes—we provide education and guidance on investment strategy as part of our advisory work, helping you make informed decisions about how your money is allocated. We won't push you toward any particular product; our job is to explain your options clearly.