Services & Fees

Financial Planning

  • Comprehensive approach to all facets of your financial life
  • Creates the roadmap to achieving your financial goals
  • Follows the 7-step process as laid out by the CFP Board
  • 1. Understand the Client’s Personal & Financial Circumstances
  • 2. Identify and Select Goals
  • 3. Analyze Client’s Current Course & Potential Alternatives
  • 4. Develop the Recommendation(s)
  • 5. Present the Recommendation(s)
  • 6. Implement the Recommendations(s)
  • 7. Monitor Progress and Update Plans
  • Best done on an ongoing basis

Wealth Management

  • Starts with a comprehensive financial plan
  • Incorporates full investment management services
  • Once an investment policy statement is in place, full discretionary authority is granted to our firm in order to manage your investment portfolio for you
  • Provides for ongoing financial planning and ongoing investment management
  • Best suited for clients with investment portfolios of over $500,000

Summary of Services & Fees

Services & Fees

Our Approach

Our Financial Planning Process

12 Weeks - Varies Based on Complexity

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Personal Best Financial LLC (“Personal Best Financial”) is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Personal Best Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Personal Best Financial, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.