The Silicon Valley Financial Planning Process

Think of our financial planning process like having a conversation with an old friend. When you catch up with someone you haven’t seen for a while, you start by talking about the past. What have you accomplished in your life so far? How have your experiences led you to this point? The way we see it, we first need to understand who you are and what you want to accomplish in life before we can go to work on your finances. This conversation is just the beginning of our financial planning process, and what we hope will be a lifelong and rewarding relationship.

Preparing for your Financial Future is a Marathon, not a Sprint

By understanding your past, we can better prepare your financial future, choosing the right tools and services to meet your unique financial needs and matching our investment strategy to your goals and values. Each of us will confront major life transitions and those transitions, more often than not, have economic implications. As financial advisors, we’re sensitive to the fact that personal circumstances can influence your relationship with money over time. Tell us what you anticipate in your future from major life transitions or experiences you foresee. All of the information you share with us contributes to a deeply customized financial plan.

We create investment portfolios and financial plans with you at the center. We want you to enjoy the experience of working with Silicon Valley Wealth Advisors. Your values, your life experience, and your aspirations drive the creation of your financial plan and your portfolio. Let’s get started.