SIMPLIFY FINANCIAL PLANNING
San Francisco's Leading Financial Planning Firm.
What We Do: Straightforward. Simple. Done. -
1
Prep
You'll get some homework before our meeting - We'll want you to gather your account statements, insurance policies, and complete a questionnaire so that we can maximize our time together.
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2
Plan
We'll discuss your financial ambitions, assess your existing circumstances, and brainstorm strategies for achieving your goals. Our session's objective is to create a realistic and easy-to-follow action plan.
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3
Act
Commit to your action plan! We advocate holding an annual meeting or when significant life events occur (marriage, baby, job change, retirement, etc).
Our Services
Homes and Assets
Buying a House
Rent vs. Own
Investment Allocation
For the Future
Retirement Planning
Life Insurance
Estate Planning
Starting a Family
529 College Savings
Employment-Related
Pre-IPO Stock Options
Employee Stock Purchase Plan (ESPP)
Restricted Stock Units (RSUs)
Back Above Water
Paying off Student Loans
Budgeting
Emergency Fund
Cash Flow Management
Financial Check - UP
During our one-hour Zoom session, we'll go through your current expenditures, savings, and assets. We'll discuss your objectives and I'll suggest simple actions to get there. Following our discussion, I'll email you an Action Plan outlining your financial strategy for the future.
Comprehensive Financial Plan
This service is delivered through Zoom in three one-hour sessions. I'll discuss all facets of financial wellness and give detailed advice on everything from budgeting and cash flow management to retirement planning and college savings. I'll develop an actionable strategy with detailed implementation milestones and will be available for consultation once you've begun implementing your plan.
Comprehensive Financial Plan
$1,250 Flat Rate, one simple price!
Three One-Hour Zoom Sessions
FINANCIAL DISTRICT
115 Sansome St, Suite #200
San Francisco, CA 94104
P: 415.888.9828
We are open from 9am — 5pm week days.