The Bay Area's premier financial planning firm.

  

Frequently Asked Questions

Our fees are based on services provided, not on commissions from the sale of financial products; and our financial planning and investment management services vary widely from single-scenario strategies to complex estate plans. We recommend scheduling a no-cost, no-obligation consultation with one of our experienced professionals so we can learn more about your specific situation. At the end of the meeting, which can be done in person, by phone or on Skype, we can provide you with a proposal that includes next steps and costs. Financial Planning Menu.

We primarily work with those who have been referred to us by other clients or professionals with whom we collaborate. There is no minimum account size or net-worth requirement for our services. Since we prefer to spend time caring for our existing clients rather than searching for new clients, we welcome referrals from a variety of trusted sources. 

No. While most of our clients prefer that we manage their investments (since we’re responsible for the financial plan), if you’re happy with your existing relationships, or prefer to do your own investing, there is no requirement that we manage your investments. However, we will need quarterly statements or performance reports in order to be sure the returns necessary for the success of your plan are being realized. This can be done easily through WealthVisionsm, which is available to all of our clients.

No. While we do have attorneys, CPAs and other professionals that we use, we are more than happy to work with your advisors. With your consent, we can communicate directly with them as needed as part of the financial planning process.

Yes. The team at Sequoia has extensive experience with divorce financial planning. In fact, attorneys refer their clients to us for financial advice to help understand the financial issues of divorce. Whether you are just exploring your options or want to understand the process, we can help provide clarity and objective advice during what is often a difficult time.

We recommend starting as soon as possible, even if you don’t have all the information now. Depending on the type of business you have, obtaining valuations and finding qualified buyers could be a multi-year process. Planning will help you frame your decisions and evaluate any tax or legal structures to put in place well in advance of the sale. As details become clearer and you get closer to “pulling the trigger”, the process of executing the plan will be much smoother than if you didn’t have a plan in place.

 

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, FL, GA, ID, IL, IN, KS, KY, ME, MI, MN, MO, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA and WI.

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