If you've come to us initially through FreshStart or YAFL and it'cs time to dig a little deeper we're happy to offer ongoing support for our customers. Our support is much more than recommending and managing investments.
We advise on all aspects of your financial life: insurance, generational wealth transfer, consideration of short and long-term tax implication, and providing expertise as you make decisions related to paying for tuition, funding retirement, and more.
Our Services, Simplified
We find that people are often surprised by how comprehensive South Bay Financial Partners’ Financial Planning services are. If you have a financial decision to make, from selecting your employee benefit package to buying a new home, we offer informed advice tailored just for you.
We start with in-depth conversations about where you've been and where you see yourself going.
This knowledge of your unique situation allows us to provide the best guidance for living your best financial life. You will find that we are here to advise you, not to judge you or to be the budget police.
We believe the foundation of financial success is spending money carefully and purposely. We're here to advise you, not to judge you or to be the budget police. And we’re here for the long haul, supporting you through every one of life’s stages.
We'll meet annually to discuss investments and make recommendations based on discovery. We work on trade recommendations and executions, ongoing maintenance, quarterly reports and cash flow monitoring to ensure accuracy & security.
How it Works
We like to say that your money should support your life... not the other way around.
We’ll be here every step of the way, as you’re ready, helping you move towards your amazing life! Accountability and follow through are keys to the success of this program, and are why we firmly believe that, together, we will be successful in you achieving financial wellness.
We're here to help you build a solid foundation.
We'll work with you to determine your life intentions and vision, then together we'll build a plan and toolkit to make your vision and dreams a reality.
Our Fee Structure
Investment Management services with no Financial Planning services
is 0.6% of Assets Under Management.
Trusts%0.55 Learn More
Investment Management + Financial Planning%0.45
Investment Management fee is 0.45% of Assets Under Management.
Additional Financial Planning fee of $630 to $3,000 charged quarterly.
Held Away Accounts%0.2 Learn More
South Bay's one-on-one Planning
Looking for some less involved planning?
Join us as we roll out 1:1 planning meetings. We are working on providing Financial Therapy, and Financial Coaching 1:1's on an individual and recurring basis.Learn More About Our 1:1 Sessions
This is a one on one meeting where we will reflect on your money mindsets and dig deeper to find the root of your money stories and beliefs
This is a one on one meeting where we can cover whatever you'd like, including; goal setting, investment guidance and advice, debt management and long term planning
This one-on-one meeting will be a deep dive into your investments; giving you guidance as you navigate cashflow goals, strategy, and tax planning.
Our mission at South Bay Financial Partners is to help the most people we can to live their best financial lives.
Let us help you build the financial future you deserve.Get Started Today!