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We are Not Your Father’s Financial Planner!
You know you are a good fit to work with us if you are:
Eager to learn and take action towards improving your financial life
Comfortable with using technology such as Zoom video chats or online banking. We serve clients nationwide through virtual meetings, you don't have to be in San Diego!
Looking for personalized service that treats you like the unique individual you are, rather than an account number or a series of financial spreadsheets
We are probably not a good fit for you if you are:
Eager to learn and take action towards improving your financial life
Comfortable with using technology such as Zoom video chats or online banking. We serve clients nationwide through virtual meetings, you don't have to be in San Diego!
Looking for personalized service that treats you like the unique individual you are, rather than an account number or a series of financial spreadsheets
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