A BRIDGE TO YOUR FUTURE

Managing your finances today, let alone planning for what tomorrow may bring, doesn’t happen automatically – or easily. Squeezed by the demands of daily life, you may know the importance of setting a path to a secure financial future but placed it on the back burner. The good news is that financial planning doesn’t have to be an overwhelming burden.

We strive to reduce the complexities of planning and investing. Partner with Financial Connections to bridge your present with your future. We offer broad expertise with individual attention. We recognize that all people are created equally different and a plan needs to be unique to you and your circumstance.

We usually work in teams of two so both of us know your situation. An added benefit is our clients receive the experience and judgement of at least two people whether financial planning or investment management.

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SERVICES

As fee-only financial planners, we help plan for your future whether you’re an individual, a couple or represent a trust. We assist clients plan for their financial future to fulfill their goals and objectives. We are fiduciaries and put our client’s interest first. We do not sell any products and receive no commissions.

START FINANCIAL PLANNING

Every journey begins with a plan. We help you identify your choices and offer guidance that sets you on the road to securing your financial ambitions, so you can spend your time doing what you enjoy.

CONTINUED GROWTH

Our investment philosophy stems from the belief that financial resources are built over time, not overnight. We believe your assets can allow you to: live a life you enjoy, pursue those activities that matter to you, and facilitate a philosophy of giving.

RETIREMENT & BEYOND

Retirement is a journey - you’ll need a map. This stage of your life may span decades. Not only are you retiring, you’ll be shifting into something new. We want to help you create a vision for a future with purpose in harmony with your finances.

CONCIERGE

How much better would you feel about your future if you had a team to unify all of the various aspects of your financial life into a cohesive approach - including your investments, retirement plan, estate, tax, insurance, and long-term care.

Get started by calling us at 415.924.1091 or send us a message

HOW WE DO IT

If you prefer a visual description of our services, please watch our video.

WATCH OUR VIDEO

YOUR FUTURE. OUR EXPERTISE.

Transitioning through life together

As you move through life, your planning needs will change. Financial Connections grows with you sharing knowledge and expertise as you move into the future. The better we know you, the more we may offer going forward.