Advice Only® Financial Methodology
We believe financial advice and financial planning can only truly be free and objective if it is separated from any new form of financial solicitation. We are a one of a kind financial planning firm offering financial planning courses and services throughout the San Francisco Bay Area.
What is an
Advice Only™ financal advisors are paid the same way as your CPA or attorney - by invoice. This allows our financial planning process to be totally isolated from any other form of compensation when planning. Finally, a financial planning process that is actually purely objective.
Our Advice Only™ firm is also a
"Registered Investment Advisor" or a licensed and acting fiduciary with a legal obligation to provide financial advice that is in your best interest. Being a fiduciary while also providing objective financial advice is core to our advisory principals.
Advice Only =
Companies and products complicate the planning process. We proudly complete all financial plans using our Advice Only® Planning Module which separates advice from any form of new company or product solicitation.
Our financial planning handbook was developed from our founder's formal College of Marin curriculum and from providing comprehensive Advice Only™ financial planning over the last 9 years. Now available on Amazon, expect to spend at least 6-10 hrs learning the 9 key areas of the financial planning landscape. You'll be surprised at how much you enjoy the process. We get that a lot!
Financial life Plan
After receiving your "base education” via the course, it’s now time to start developing your financial plan. We believe all financial plans are best-presented face-to-face and objectively by an Advice Only™ advisor who has made a commitment to offering compartmentalized advice free of any discussion of new companies or products. We believe when completed in this unique way, your financial plan will objectively consider every variable, work under a variety of circumstances, and ultimately be perfectly tailored to suit your personalized life planning objectives.