Offering advice in a non-judgmental, shame-free environment to build toward the life you want
We're offering you advice that feels right for you, without guilt or shame of any kind.
Our No-Guilt Process empowers you to make decisions from a place of knowledge, wisdom, and confidence. The idea is to eliminate decisions based on greed, fear, habit, or noise in the media, and find the most suitable course of action for you.
1. Establishing our relationship
Together we’ll outline your priorities and concerns, educate you on our process and make sure we’re a good fit for your needs.
2. No-Guilt Planning Proposal
Outline the scope and projected benefits and establish clear expectations as well as the cost of working with us.
3. Take action
After we all commit to a working relationship, we’ll move into the Advanced Planning stage.
4. Review and revise
As life continues, your needs and your WHY may change. Together we’ll make adjustments to your plan to ensure we’re still reaching your aspirations.
AS FEATURED IN
Join us in the No-Guilt Zone®
Schedule a free introductory call today.
Do you have the nagging feeling that you could be doing more to secure your future?
We can help you get on track with your financial goals and feel confident about your money!
Meet Our Founder
WILLIAM PITNEY,
FINANCIAL PLANNER AND COACH
Unlike “traditional” financial planners, my team and I take the time to understand your background, financial experience, and plans moving forward. Our team works with you and your personal history, so you don't have to dwell on any past financial decisions.
Listen to my story and why I founded this company here.
Our No-Guilt Process
We empower you to make decisions from a place of knowledge, wisdom, and confidence.
Our aim is to eliminate decisions based on greed, fear, habit, or noise in the media.
Learning Center
7 Steps to Get Your Affairs in Order
While many find it anxiety-provoking to think about, creating a legally binding plan to distribute your assets after death ultimately provides you with peace of mind.
Read More →
Plan for a Comfortable Retirement
We plan for retirement because we know that we may not want to work forever. An artificial retirement age set by our employer may limit our options.
Read More →
Exercise Your Financial Muscles to Get Financially Fit
What is financial fitness? We are all familiar with physical fitness, but if pressed for a definition, we might define it in terms of our own ideas and circumstances.
Read More →financial advisor San Mateo, financial planner San Mateo, wealth management in San Mateo, financial coach San Mateo, retirement planner San Mateo, financial advisor San Jose, financial planner San Jose, wealth management in San Jose, retirement planning in San Jose, financial advisor in Sacramento, financial planner in Sacramento, wealth management in Sacramento, financial coach in Sacramento, retirement planner in Sacramento, financial advisor in Marin County, financial planner in Marin County, wealth management in Marin County, financial coach in Marin County, retirement planner in Marin County, financial advisor in Marin County, financial advisor in Half Moon Bay, financial planner in Half Moon Bay, wealth management in Half Moon Bay, financial coach in Half Moon Bay, retirement planning in Half Moon Bay, financial advisor in South San Francisco, financial planner South San Francisco, wealth management in South San Francisco, financial coach South San Francisco, retirement planner South San Francisco, financial advisor South San Francisco, financial planner South San Francisco, wealth management in South San Francisco, retirement planning in South San Francisco