Our Approach

Strength of Client Relationships

As financial advisors, we provide our clients with individualized and personal attention to facilitate a long-term, successful relationship.

We emphasize quality interactions with our clients. As dedicated advisors, available to listen to and understand unique needs, we help manage the dynamic financial planning process as our clients’ lives and the world change.

Your Trusted Advisor

With more than two decades of financial industry experience, our principal Karen Goodfriend CPA, PFS, CFP® works closely with clients to get to know their personal situation - and help them make the decisions that will lead them to attain their financial goals.

We are dedicated to providing sound financial counsel, knowing that our clients rely on us to help them successfully navigate changes as they arise.

Easing Challenges

As life poses different challenges — financial and non-financial — our clients can rely on us to be with them along the way. We help evaluate retirement goals in light of economic changes and uncertainties. We apply our perspective and expertise to develop strategies aligned with one’s personal situation.

Whether faced with unexpected challenges or sudden opportunities, we evaluate the total picture, bringing the requisite pieces together to form a comprehensive financial management plan.

Call us at 650-941-5530 to arrange a confidential, complimentary consultation.