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Focused Finances, LLC
286 Santa Clara Avenue Suite B
Oakland, California 94610
Toll Free: 877-746-7914
Fax: 510-291-8304
admin@focusedfinances.com
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It’s important to us that you make an informed decision about the professional advice you are about to seek! Therefore, I offer an evaluation meeting to prospective planning clients, to mutually decide if we would work well together. This is an extensive meeting (at least an hour, if not more) in which we invite you to lay out all of your concerns, bringing any information along that would enhance my understanding of your situation. In turn, I will explain my planning process and philosophy, discuss your situation with you and work with you to design the planning scope that would be appropriate for you. I charge a fee of $150 for this meeting; however, if you decide to engage my services that fee will be credited to your overall financial planning project fee.
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©2010 Focused Finances. All rights reserved.
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