Frequently Asked Questions

I provide clear and transparent pricing for my financial planning services. Depending on your needs, I offer both flat-fee and ongoing fee-based options. I do not charge commissions or have hidden fees, ensuring my only priority is your success. Contact me for a complimentary consultation to discuss a plan that works for you.
‍
I believe in complete transparency and you can view our fees on our Pricing page here.

No! With PlanNow our financial planning services are offered at a flat fee. No assets are required (Asset management can be included as an optional service).

Yes, I am a fiduciary, which means I am legally and ethically obligated to act in your best interest at all times. Unlike advisors who may earn commissions, I provide transparent, fee-only advice tailored to your unique situation. This ensures that my recommendations are always focused on helping you achieve your financial goals.

A financial planner helps you create a clear roadmap for achieving your financial goals. I specialize in helping mid- to late-career professionals navigate the complexities of stock options, tax strategies, retirement planning, and financial security for their families. By taking a comprehensive approach, I can help you manage your wealth effectively, minimize taxes, and ensure your finances align with your values and life goals.

I provide virtual services so that we aren’t limited by location.  So regardless of what state you live in, we’d love the opportunity to serve you.  If you live in the San Ramon/Bay Area we would love to meet in person.

I’ve been a financial advisor since 2004, I have my CERTIFIED FINANCIAL PLANNER™ certification (CFP®), and an MBA (Master Business Administration).
About Paul

The initial consultation is a no-obligation opportunity for us to get to know each other. We'll discuss your financial goals, challenges, and priorities, and I'll share how my services can help you. You'll walk away with a clearer understanding of what comprehensive financial planning looks like and whether we’re a good fit to work together.