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Masthead1

1275 Lincoln Avenue, Suite 8
San Jose, CA 95125
(408) 288-7886
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Financial Planning

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

The majority of people who come to us fall into two categories – those who think they have enough but don’t, and those who think they don’t have enough but do.  Regardless of which category they were in, everyone that has gone through the financial planning process with us has found comfort from knowing where they really stood and what they needed to do.  Why?

Financial planning is about setting goals and priorities to pursue your dreams for the future.  A financial plan can help you settle worries through managing and utilizing debt, establishing a financial defense for unexpected life events, and gaining a head start on retirement or having a plan that seeks to make your money last if you are already there.

The most important thing about a financial plan is that having one can help your money make money (and save money) for you.  Our financial planning process will help you learn where your money goes as well as what it’s capable of doing for you.   Together we can identify where you have potential financial vulnerabilities, which will allow you the opportunity to get in place insurance, trusts, or other products and services you might need in order to help shelter your assets.

It’s never too early or too late to establish a financial plan!  We would be delighted to walk with you through our financial planning process.  Contact us to set up a complimentary Introduction Meeting – it may be the first step towards a new financial outlook!