• WHAT WE DO •
We’re an independent, fee-only, registered investment advisor firm: As fiduciaries, our duty is to act in your best interest. The only people who pay us are our clients.
We don’t collect commissions, bonuses or other benefits for recommending products, services or investments. When you work with a fee-only financial planner, your interests always come first.
Financial Life Planning
Meaningful planning is far more than simply saving money. We approach financial life planning as a comprehensive process that enhances your financial well-being and boosts your confidence in achieving your vision.
Our personalized approach guides you to identify and clarify your values, priorities, circumstances, and aspirations. From there, we help you define and design your own version of a “rich life.” Financial life planning serves as your roadmap to creating the habits and mindset that will support both your financial goals and life dreams.
Initial plan development
Typical Complexity – $7,900
Ongoing Financial Life Planning
Typical Complexity – $2,500 per quarter
Cross Border Financial Life Planning
Whether you’re planning to move abroad, relocate to the US, need support while living overseas, or have assets in other countries, we can help.
Moving to a new country brings legal, financial, and tax considerations. We assist clients in transitioning smoothly, with a focus on France, Germany, and the UK. We also support US residents with international situations, including dual citizenship, foreign investments, and real estate.
Our international expert, Ariadne Horstman, makes these transitions less stressful and even enjoyable!
Initial plan development
Typical Complexity – $7,900
Ongoing Financial Life Planning
Typical Complexity – $2,500 per quarter
Investment Management
Smart, consistent investing is the surest and safest route to reaching your financial goals. Our approach, which is based on financial science and grounded in real-world results, helps you achieve your dreams. Whether you want to retire early, leave a philanthropic legacy or provide meaningful financial support to your heirs, we can help.
We built our Asset Class Investing philosophy on nine decades of data, analysis and research with insights from behavioral-finance experts and leading academics.
We also offer socially responsible investments—also called Environmental, Social, Governance (ESG) Investments, which we can implement for all or a portion of your investments.
Annual fees start at 1% of invested assets.
Contact Us
San Mateo Office: 1900 S. Norfolk, Suite 350 • San Mateo, CA 94403
Palo Alto Office: 228 Hamilton Ave 3rd floor, Palo Alto, CA 94301
Phone: 650-667-8691
Email: [email protected]
