Our Client-Focused, Collaborative Approach
Working with us is all about flexibility. Your journey to reaching a place of feeling comfortable and confident in money decisions will be unique. Our work together is all about you: where you have been, where you are now, and where you want to be.
You can work with us on an hourly basis for financial coaching or financial therapy, for a short-time to get a financial plan or on-going comprehensive financial planning.
With South Bay Financial Partners, you have options. Unsure what’s best for where you are now? Book a no obligation call and we will help you figure it out.
When you work with us, you can expect:
Your Financial Journey to Confidence
Our support starts with where you are now and then can adjust as your needs change. We won’t push you in a cookie cutter program or require a long-term commitment.
- Dealing with tension or conflict in your relationships around money
- Feeling stuck in how you think about and relate to money
- Financial stress and feeling uncertain about your future
Good place to start:
Financial Therapy for support in understanding your core thoughts and beliefs about money, stability, risk, spending, independence, family, and more
What could come later:
Hourly 1-on-1 Financial Coaching to build different habits that support your financial goals OR FreshStart to create a plan for your financial life that you’re excited to implement
- Trying to find money to save or invest
- Don’t know how to make sense of your tax return
- Need help understanding your work retirement plan and benefit options
Good place to start:
Hourly 1-on-1 Financial Coaching sessions to get answers to your money questions or build different habits that support your financial goals
What could come later:
FreshStart to create a plan for your financial life that you’re excited to implement
- Need a plan to balance various goals like paying off debt, buying a house, retirement, and paying for college
- Have experienced significant life changes that require a fresh approach to your finances
- Want advice, but aren’t ready to commit to a long-term relationship with a financial advisor
Good place to start:
FreshStart to create a plan for your financial life that you’re excited to implement
What could come later:
Comprehensive Financial Planning to get a partner at your side all year long looking out for your needs and support you through the inevitable changes life brings
(investment management and tax preparation included)
- Want the security of continued professional guidance on your full financial picture across cash flow, insurance, investments, retirement planning, estate planning, and taxes
- Ready to simplify your financial life by trusting one resource to handle your investments and taxes
- Anticipate significant life changes in the next few years such as financial freedom/retirement
Good place to start:
Hourly 1-on-1 Financial Coaching sessions to get to know us and have immediate questions answered
What could come later:
Comprehensive Financial Planning with access to a financial planner to address the inevitable questions and changes life brings
(investment management and tax preparation included)
Tailored Support Every Step of the Way
This example is how some clients engage with us but is not required or expected. We are open to meeting you where you are and supporting you as you need.
A couple came to us for Financial Therapy to help them get on the same page about major financial decisions like how much to contribute to their kid’s college fund and what retirement will look like.
After a few sessions, they had enough clarity to begin planning and worked with us through a series of Hourly 1-on-1 Financial Coaching sessions to get support in building a plan they will implement themselves.
Start your journey
Take the First Step Toward Financial Freedom
