Our process revolves around you as we discover your personal needs, wants, and goals. We use your tax, real estate, investments, and any other assets you may have to coordinate a plan for you, then continue to manage and monitor your assets and make adjustments as they evolve.
In your initial meeting, we will discuss and assess your personal circumstances and what you hope to achieve. Everyone is different, so we take a look at your individual situation and act in your best interests. We help you prioritize, and even discover new possible goals to make the most of your assets.
After our meeting, a Certified Financial Planner® will analyze your information, and will consider all the pros and cons of your current course of action. They will then recommend alternative courses of action that will maximize your goals.
Once you consider your recommendations, you make the decision on which path you would like to take. We then monitor and manage your assets, and as time progresses and circumstances evolve, continue to make recommendations that will benefit you the most.
Set up a Complimentary Financial Checkup to see how we can help you reach your financial goals
2005 De La Cruz Blvd. #120 Santa Clara, CA 95050
ESG Planning does not currently focus on ESG investing or offer ESG-type portfolios.
Nothing on this site should be interpreted to state or imply that past results are an indication of future performance. This site does not constitute a complete description of our investment services and is for informational purposes only. It is in no way a solicitation or an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this internet site, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. All investments involve risk, including foreign currency exchange rates, political risks, different methods of accounting and financial reporting, and foreign taxes.ESG Planning does not currently focus on ESG investing or offer ESG-type portfolios