Frequently Asked Questions


1. How do I make an appointment?

You  are welcome to call us at 714-919-4446, or click here to send us a message. 

2. Where are you located?

We have one location in Southern California, in the city of Orange, and one in Northern California, in the city of San Francisco. However, we have multiple meeting locations available throughout the state of California. We are happy to schedule your meeting in one of our meeting locations that will be closest to you. 

3. How should I prepare for my first meeting?

List of questions: We recommend that you prepare and list your questions ahead of your meeting. You are welcome to bring them with you, or send them to us ahead of your scheduled appointment. 

Please bring with you the following documents:

  • Current Retirement plans (ex. 401K's, IRA's, 403b's, Pension plan, etc), Investment account statements, bank statements, etc.
  • Current Personal and/or Corporate Tax Returns
  • Current living Expenses
  • Projected Income for this year/Pay Stubs
  • If you are going through an employment transition, in addition to the above information, we recommend that you bring any documentation provided by the company (ex. Letter of separation, severance information, medical plan and life insurance details, unemployment award letters,  etc). 

4. What are your fees?

Your first meeting is complimentary. It will give you the opportunity to ask questions and receive important information. After your initial meeting, we offer two kinds of fee schedules.

Hourly Fee: After your first and in some cases second meeting, charges for subsequent meetings will be determined by your individual situation and the services you are seeking.

Flat-Fee: You may go forward on a flat-fee, which will be typically quoted during your second meeting. With a flat-fee, you will receive unlimited consultations in person or by phone without incurring any hourly fees. 

Our fees are generally below our competitors. We are happy to provide you with a schedule of fees during your meeting. 

If you have any additional questions, please feel free to call us or send us an email.