Do you have a nagging feeling that you could be doing more to acheive your financial independence and security?
Most of our visitors want out of the pressure cooker. They come with questions about managing their investments, but really want the answer to one simple question: “Are we going to be okay?”
If you’re like most of our clients, you:
- Have achieved a certain level of professional and financial success.
- Have stock options, restricted stock or some type of deferred compensation.
- Have enough on your plate and are seeking solutions to get your time back.
Focus YOU offers integrated financial coaching, planning and wealth management services to simplify your life, give you your time back and increase your financial confidence.
We collaborate with you to clarify your goals and achieve positive results. By partnering with us, you will:
- Make smarter decisions with your money.
- Mitigate or negate the impact of income taxes.
- Take care of your heirs and loved ones.
- Protect your wealth against lawsuits and judgments.
- Make a difference in your community, should you choose.
Once you put your plan into place, you’ll be able to put parts of your financial life on autopilot.
We are located in the San Francisco Bay Area and have clients as far away as New York.