395 Financial Planning

About Us

Want financial independence? I teach you how to get there. I'll help you master your money—from clarifying your current state to building and implementing a solid plan. Learn to manage investments, cut fees, boost cash flow, and leverage your pension and union benefits (CalSTRS, UCRP, MPIHP expertise here). I'm your advisor, paid monthly, no strings attached. Let's talk about your financial goals. I am the only 100% fiduciary, fee-only Certified Financial Planner in Inyo & Mono counties who provides comprehensive financial planning services.