How Can We Help?
We're a Certified Financial Planning™ firm with three locations in the North and East Bay areas, and we've been in business for over 25 years. As CFP® s we do much more than manage investments. Our approach is holistic; we help coordinate your entire financial life (taxes, income needs, retirement planning, investments, estate tax coordination, asset protection, and more) to ensure it all works synergistically.
We act as your head coach and coordinate with the rest of your financial team (CPA, Attorney, etc.) to ensure there are no gaps or holes in your long-term plan. The goal is help you maximize your returns while minimizing risk.
What is a CFP®?
Certified Financial Planners™ follow certain ethical and planning standards. Most people think all financial planners are "certified", but this isn't true. Anyone can call themselves a "financial planner." Only those who have fulfilled the certification and renewal requirements of the CFP Board are "certified." The CFP® certification helps you feel confident the financial planner you choose is ethical and competent.
The CFP® Process
We follow a six-step financial planning process; we don't dive right in and start investing. First we spend many hours gathering your data, understanding your goals, and analyzing your current financial picture. From there we develop your customized Financial Plan and Road Map, which will serve as our guides for achieving your long- and short-term goals.
We’d be glad to meet with you free-of-charge to discuss your unique financial situation and future goals. Feel welcome to contact us via phone, email, or with the enclosed reply card to schedule a complimentary consultation.
In the meantime, we encourage you to visit and explore our website, www.NapaValleyWealthManagement.com, to learn more about us and how we might be able to help you. Look for Kelly's podcasts from a Bay area radio show; they might be helpful insight into some of our philosophies.
Napa Valley Wealth Management
Three Northern CA Locations
Plesant Hill • Napa Valley • San Ramon