Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $0
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Buying a Home
- Charitable & Planned Giving
- Asset Allocation
- Estate Planning
- Investment Management
- Mutual Funds
- Real Estate
- Job Loss
- Insurance
- Life Planning
- Retirement
- Stocks & Bonds
- Starting a Family
- Sudden Wealth
- Personal Taxes
- Women's Finances
How Planner Charges
Considerations: Comprehensive plans tend to range from $2,500 to $5,000. We also do hourly work at a rate of $200/hour with a four-hour minimum. Our focus is on women and families with young children, but we also have an expertise in socially responsible investing (SRI).
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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Nine Bernard St
Mill Valley
CA
94941
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Select
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Nine Bernard St
Mill Valley
CA
94941
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Select
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Nine Bernard St
Mill Valley
CA
94941
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