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Estelle D. Stephens, CFP®

Foresight Financial Planning

3421 El Camino Real
Unit 21
Menlo Park, CA 94025
Phone: (650) 368-5533
Fax: (650) 364-5531

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Life Planning
  • Retirement
  • Long-term Care
  • Starting a Family
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.