WHAT WE DO

We provide financial planning, money management and life transition education to a select group of San Diego County retirees, near-retirees, widows and independent women.
 
Our mission is to help you get your entire financial house in order and keep it that way for the rest of your life – and to ensure that every financial decision you make is completely aligned with your most important financial goals and your most deeply held personal values.

We help our clients to:
 
  • Meet current living expenses
  • Maintain an ideal lifestyle in retirement
  • Organize their financial documents
  • Fund financial goals at a high level of probability
  • Maximize their financial potential
  • Minimize their tax burden
  • Protect against serious financial loss
  • Live a higher quality of life
 
We help our clients accomplish this by:
 
  • Clearly understanding their values, goals, financial and family situation
  • Organizing their financial documents and paperwork
  • Developing a formal written plan of action that articulates their entire financial world
  • Bringing in qualified experts when needed
  • Coordinating their financial decisions and strategies
  • Contacting them when tax and other changes could affect their plan
  • Regularly reviewing, updating and adjusting their plan
  • Providing straight forward advice and a step-by-step action plan
  • Acting with integrity and clearly revealing our fee structure
 
How Can We Help You?
 
We appreciate your interest in us. Due to the very special way we work with people, we are only able to work with a select number of clients who match a unique character and financial profile. To help you determine if we might be the right financial planning firm for you, we’ve posted our Ideal Client Profile on this website.
 
If you match our profile, we invite you to inquire about a no-cost, no-obligation initial interview to explore the potential opportunities in working together. We can be reached Monday-Friday from 9:00 am to 4:30 pm at (760) 788-5953.