Financial Planning & Advising
Financial Planning & Advising in Contra Costa County.
Great financial planning starts with a clear tax picture. Because we already know your numbers, we can build a plan that protects what you've earned, grows what you're investing, and coordinates with your tax strategy year after year.
Who this is for
- Business owners planning an exit or transition
- Families balancing college savings, retirement, and aging parents
- Professionals and executives with equity compensation
- Anyone who wants their tax professional and financial planner talking to each other — not past each other
What's included
- Personal and household cash-flow planning
- Investment strategy review (in coordination with your investment advisor)
- Risk-management review: insurance gaps, umbrella coverage, entity liability
- Business cash-flow forecasting and budgeting
- Equity-compensation planning (RSUs, ISOs, NSOs) with tax coordination
- Coordination with attorneys, investment advisors, and insurance professionals
How it works
- 01Discovery
We map your full financial picture — income, savings, debts, goals, family situation, and current advisors.
- 02Plan build
We build a written plan that ties tax, cash flow, investments, and risk together.
- 03Implementation
We coordinate with your other professionals so nothing falls between the cracks.
- 04Annual review
We refresh the plan every year alongside your tax return.
Why clients choose us
- Advice that assumes your tax situation is part of the plan, not an afterthought
- No product sales pressure — we don't sell insurance or investment products
- Long-term relationship, not a one-time report you file away
- Coordinated with your bookkeeping, tax return, and estate plan
Frequently asked questions
Let's find the strategy your last accountant missed.
Request a free consultation. We'll review your situation, point out what we'd do differently, and give you a clear, transparent quote — no pressure, no jargon.