We help you make smart choices with your money so that you can bridge the gap between where you are now and where you want to be. All services are provided on a fee only basis which means that we do not sell products for commissions. Call to schedule a complementary consultation.

When your life savings are at stake, you need advice you can trust. You need a financial planner who is objective; someone who is paid only by you and is not told to sell you one product rather than another. You need a relationship with a firm that promises to put your interests first, a firm with proven experience and the right professional credentials. We are our client�s fiduciary. Our investment portfolios are primarily composed of Dimensional Fund Advisors (DFA) mutual funds.

Near Gilroy, California

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P.O. Box 1121
San Martin, CA 95046

Near Gilroy, California

... Phone: (831) 623-2126.

383 Olympia
San Juan Bautista, CA 95045-1343

Near Gilroy, California

... Phone: (831) 423-1340.

100 Doyle Street, Suite D
Santa Cruz, CA 95062

Near Gilroy, California

... Fee-Only financial plan consulting services. We recommend no-load mutual funds only. We do not accept commisions, or kickbacks from other companies, and this allows us to work exclusively in the interests of clients. Free initial consultation available. Fixed One time fee of $1000-$2000 for comprehensive financial plan. Hourly fee based services also available for help needed on smaller part of the portfolio.

Near Gilroy, California

... Phone: (408) 358-5263.

15466 Los Gatos Blvd Suite 213
Los Gatos, CA 95032

Near Gilroy, California

... Phone: (408) 369-7399.

1901 South Bascom Avenue, Suite 1060
Campbell, CA 95008