Fee only Lamorinda financial planning – for Lafayette CA, Orinda, Moraga. Your financial planning and money management should be customized as needs change in each life phase. Financial planning becomes that much more important as you transition from your earning time to the retirement decades. MWA’s financial planners work closely with you to develop a personalized, digital, and interactive financial plan to fund each of life’s phases – from current to future. Whatever immediate or long term goals you’ve envisioned, we provide expert and very experienced guidance toward consistent wealth growth to fund your plans.
Our financial planning services are provided by the hour. This means you receive the highest quality service available – affordably. Our financial planning for each client includes the money management decisions we enact to fulfill the plan’s wealth requirements. We use the most current FP online apps: real time, visual, interactive tools that facilitate you and our team quickly adjusting planning assumptions as your financial picture changes. Expert Lamorinda money management your local area – call us to talk over your needs.
Planning for Emerging Investors
In initial earning years individuals (with or without families) are often not informed as to the best ways to realistically fund a secure future. They can’t answer questions such as: What monies can be set aside from paychecks yet also live the quality of life you desire? What will it take to acquire a home? How can I best take advantage of my employer’s investment plans? MWA of Lamorinda can expertly guide you through the answers to these questions and many more you should be asking.
Planning for Peak Earning Years
In your peak earning years, you are probably most interested in maximizing your wealth. You may have an elderly parent who needs extra help or children who want to go to college. How much you can afford to spend supporting your parents or children, while also saving for retirement? Are you carrying the right type of and amount of insurance to secure your earning power and assets? Our expert money managers can help you stay on track for retirement, while still taking care of your family.
Planning for Your Child's College Education
Here it’s important to get started early. Let us help you fit this top priority into your budget. If you start when your children are young you can start with smaller amounts, but the important thing is to get started. Expert money management in Lamorinda from MWA is very helpful for your child’s college fund.
Planning Near Retirement
Now, it’s time to enjoy what your hard work has brought. You may be concerned with making your money last. How much can you realistically use from your investments every month? When should you take advantage of social security and IRAs? Marin Wealth Advisors can help you understand your options and create a roadmap for success.
Marin Wealth Advisors follows the widely accepted financial planning framework of the CFP® Board.
We help our clients set realistic goals and manageable action steps to provide them with a clear path to financial success. We are experienced financial planners using the very best tools to create a clear, concise financial picture that is consistently updated. Marin Wealth Advisors follows the widely accepted financial planning framework of the CFP® Board.
In Lamorinda, our free one-hour financial plan review includes:
A search for savings opportunities in your budget
Identify gaps in your insurance coverage
Identify ways to increase your retirement benefits