I highly recommend Sean Burgess' financial planning services. I chose Sean because of his…read moreaffordable, one-hour consultation session offering. I wasn't looking to spend thousands of dollars to have a financial advisor provide ongoing money management services. I really just wanted an expert to look at my situation in detail and provide advice that I could execute on myself. That's exactly what I got, and it was an incredibly valuable hour for me. Going into our session, I felt overwhelmed and without a plan for achieving my short and long term financial goals. Sean examined my situation (via a detailed questionnaire he had me complete in advance of our meeting) and provided, in a kind and straight-forward manner, both high-level perspective and clear guidance on specific actions to take. The greatest benefit of my meeting with Sean was that I came away with a much-increased clarity of my financial picture, which improved my sense of control and reduced my stress. I wouldn't hesitate to consult him again in the future when the need arises.

It has been several years since I went to see Sean so please keep that in mind but I just came…read moreacross his Yelp profile and realized I should add a review as meeting with him has stuck with me since then. I went to see him originally as I was searching for a financial planner that would really dig into my specific situation and help me "tune" my finances. At that time I had a general idea of finances, more than most people but less than some. I had read up on compound interest, opportunity costs... blah blah... and I had been saving about 50% of my paycheck and maxing out my 401k for decades. I've also tracked my spending in Quicken for about 20 years so I have an amazingly detailed view on exactly where all my money goes. With all this data, I was looking for a partner to put things over the finish line as I wrapped up my last few years of working. So now was the time that I needed another set of eyes on my finances to put an exit plan together and double check my math. It turns out that Sean isn't the person for this type of work. Although a SUPER nice guy with a passion for helping others, his advice from our one meeting was just the very basic fundamentals of financial planning. For example, for retirement he recommended that a person have X percentage of their current salary saved for a certain number of years. This is a common boiler plate idea that is a good starting point for thinking about finances. Unfortunately, this didn't fit my goal of seeing him as I wanted to "tune" my finances, not just keep sacking away as much as possible and use an off the shelf formula to determine success. I was willing to pay for personal advice but what he offered wasn't helpful or tailored to me in any way. I pointed out that this calculation doesn't apply to me because half of my salary as well as my max 401k match shouldn't be calculated into what I need to save for retirement. Will I keep saving 50% of my income during retirement? Of course not. When I pressed him on this, he didn't seem to have an answer. There were many more examples like this where he used a very basic spreadsheet to determine net retirement needed, current savings rates... which, for the right client, would be a great place to start. I do see that some people will get real value from working with Sean because they might not understand these concepts. What I am thankful to Sean for is that he inspired me to take matters into my own hands and dig deep into this project myself so I was able to retire at 50. This wouldn't have happened if I stuck with Sean. All of the resources that Sean brings to the discussion can easily be found for free on most any 101 planning website. But, if you want someone to walk you through these new concepts, Sean is easy to talk to and pleasant to be around. I would also plan on moving on from him fairly quickly as you will be doing yourself a disservice to stick with the basics that he provides for very long. Lastly, I would echo Daniel F's review almost verbatim.

Working with Mike at Pixel Financial Planning was a great experience that provided me with a clear,…read morestress-free roadmap for my future. He broke down the financial impact of retiring at various stages and modeled several different age scenarios, which turned a stressful guessing game into a concrete, achievable plan. As a true fiduciary, Mike tailored every scenario to my specific goals, giving me the confidence to make informed decisions about my career timeline and exactly what my lifestyle will look like in the years to come. He also gave me great insight into tax saving strategies that I had no idea of. I would recommend Mike for anyone who needs similar planning assistance.

My wife and I wanted to know exactly what our retirement picture would look like, and what we could…read moredo today to improve our future. Mike didn't sugarcoat anything and told us what tax advantages we should be taking advantage of, the increase in savings we needed and how to make sure our money was working for us. After several meetings, I feel so much better about our situation. We actually have a plan to get us to where we want to be in retirement! We understand places where we could potentially live, travel, and plan for a fulfilling life during our next stage because we don't plan to slow down! Oh, another tidbit is Mike was very flexible in his plan. For example, we told him how important socially responsible investing was for our values. He designed a socially responsible portfolio that aligned with these goals (water funds, alternative energy, good companies overall) - no big oil, tobacco or companies that build missiles. Thanks Mike!

Jirayr and Ryan at Citrine Capital are absolute professionals that provide the highest level of…read moreservice to their clients. I am a tax accountant and work with a number of their very satisfied clients, and would not hesitate to refer Citrine Capital to anyone looking for a qualified CFP (Certified Financial Planner). From the moment you meet either one of these gentlemen you get the immediate impression that they have their clients' best interests in hearts. They are highly responsive to their clients and professionals with whom they have mutual clients. In particular, their expertise with tech professionals and other individuals with equity positions places them at the top of their field. Will absolutely be sending referrals their way.

We absolutely loved working with Jirayr and his team. Jirayr…read morehas been everything we hoped for in a financial advisor: 1. Trustworthy and transparent. 2. Approachable, kind and understanding. 3. Knowledgeable and responsible. 4. Able to think "out of the box" and accommodating for changing needs. 5. Always available. And much more. If you want to learn how to manage your assets wisely and need help with financial planning don't hesitate, Jirayr will not disappoint.

After meeting with Chris on a weekly basis for 2 months I can he is punctual, friendly, and…read moreextremely knowledgeable when it comes to life insurance and protecting you from any curveballs life through at you. It was clear Chris is passionate about what he does from the first day we met! Thanks Chris

Chis is by far the best wealth manager that I have met in San Francisco…read more He is able to assess your needs and find the gaps and overlaps. In this day and age we need to have our butts covered from every angle while saving for retirement. Chris is assertive and very knowledgeable in small and/or large tough cases, he is able to communicate the ups, downs and all the way around coverage solution. Chris provides a real client experience and takes care of you in the processing from start to finish with ease. I'm not easy to please and Chris has surpassed my expectations and continues to follow-up. Thank you Chris for making me feel save, I completely trust you. You are your #1 asset, make sure you're covered. Call Chris NOW and set up an appointment. You'll be relieved after you make the call.

This review is long overdue as SK accountancy has handled our taxes for businesses and personal for…read moremany years. SK's support and ability to communicate is very much appreciated. The staff is attentive and willing to meet when needed. Great job to Sam and his staff. We will see you next tax season!

Sam helped me with a tax matter related to IRAs that other's said no to when I requested help for…read moretheir services. He explained to me my options as opposed to watching videos on Youtube gave me mixed answers. I highly recommend.

We decided to seek financial coaching after making "living in the moment" decisions for far too…read morelong. We also wanted to align our spending/saving to our short term and long term goals, instead of relying on the CC to do that. We were initially skeptical of letting someone take a full look at the books (ie. real accountability), but Garrett's approach quickly disarmed us. We initially discussed a full range of short/term goals, hard habits we were trying to break, and some of the finer details of how we "managed" our money. Our sessions were built around these core areas and we moved into solutions for making small changes each week, in order to see big changes overall. It might go without saying, but talking through finances, especially with a partner, can also bring up a lot of different feelings. Garrett navigated this brilliantly with empathy, humor, awareness, and really great communication. We would sometimes call him our financial coach therapist, but were only half kidding. Overall he gave us the tools, coaching, and accountability we needed to make significant changes in our relationship to money. Every day I'm thankful for the error-proof banking and spending structures he helped us build, as well as the savings plan we now use for our long-term dream. Plus so much more. I wish I could go back to my younger self and convince him to work with Garrett, I can only imagine where I'd be now if I had. HANDS DOWN the best money we've ever spent.

Growing up my parents always told me (and showed me) that I didn't need to worry about money; the…read moregeneral feeling was that there's always more. And while I was underage, and reliant on my parents that worked swimmingly. But, weirdly (read: disappointingly) I eventually got to a point in my own life where I needed to do things like make a budget and pay boring bills and generally be more financially responsible than what I had previously been. Cue the world's smallest violin, but it didn't go well. I have expensive tastes, and I feel entitled to my expensive tastes, and I got really, disgustingly good about figuring out how to juggle everything. And then one day that just became exhausting. And i didn't know how to end the cycle I'd created for me. I came across Be Awesome Not Broke and even though I still have lots and lots of work to do, I'be made such substantial jumps. I know the path to success and I know what habits I have to change to be successful. Garrett has set me up for the best type of success: not being my own worst enemy.

In contrast to many of the reviews here, my experience with the Alex Kugelman law firm was not…read morepositive. It was easy to schedule a consultation with Alex for $300/h to explain my tax concerns and needs. Alex agreed to follow-up on questions that went unanswered during the review. I never received answers and the team did not return repeated calls to schedule in depth tax reviews which were on short deadline nor did they communicate why they were unable to do so. Very unprofessional firm

I cannot begin to express my appreciation for Kugelman Law for cryptocurrency accounting services…read more This firm is top shelf. I highly recommend.

Professional, friendly, quickly respond to questions throughout the year, available in person,…read morephone, email and online. They make taxes so easy!

Have been using Bryan Haupt from ATP for 3 years now and he he has always been prompt,…read moreprofessional, and responssive. He had no problems with our relatively complext return and has answered questions about issues we were unsure about