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!

Sara is amazing. As other reviewers have noted, she possesses in-depth knowledge of financial…read moreplanning and an exceptional ability to clearly explain complex details. She provided me with valuable, personalized insights that I hadn't received from my previous financial planner. After our meeting, she followed up with detailed notes and a straightforward action plan that I could implement right away. Her action plan helped me take real steps toward the goals we discussed, including estate planning, saving, and investing. Sarah was invaluable when it came to running quick, accurate numbers. She was thorough and thoughtful in her approach to debt management, investing, retirement planning, and all the "financial stuff" I tend to find overwhelming. As someone who feels pretty clueless about finances, I had a lot of basic questions--"When should I plan to retire? Should I buy a house or keep renting?--and Sarah responded with both sound data and reassuring guidance. After working with Sarah, I feel like I have a solid grasp of what I need to do. Highly recommend. -HMH

I had a one hour meeting with Sarah, and it was well worth both the time and money. Sarah has an…read morein-depth knowledge of financial planning and a great skill to explain the details. She provided me very valuable and personalized insight that I had not received with my previous financial planner. After we concluded the meeting, she sent detailed notes in addition to a simple "Action Plan" that I'm able to put into motion immediately. Lastly, I also appreciated that unlike many other Financial Planning companies, the pricing was very transparent and reasonable. I strongly recommend Sarah and Simply Financial planning!

Would not recommend Deb Knowles!! My experience with her was horrible!!! She actually seemed…read morepretty nice at our first interview when she was trying to get my money.. as soon as I handed her that check she was a totally different person.. couldn't get me out of her office fast enough, totally dismissed me if I had any further questions and practically rolled her eyes at me if I did have any questions... Big mistake on my part!!

I transferred my funds to Deb after a disasterous and costly experience with a different highly…read morerespected investment company. Deb has done an amazing job of analyzing and evaluating my needs, helping me with an IRA to Roth IRA conversion, and increasing the value of my investments. I highly recommend Deb Knowles financial and investment advice.

My brother referred me to Jeremy and his team at Conversant and I've been with them for almost…read moreseven years now. From the beginning, Jeremy has prioritized getting to know me, my career, my family, and what matters most to us. What impresses me most is Jeremy's approach, he is not focused simply on "beating the market." Instead, he helps us stay focused on the bigger picture, studying how markets have performed and reacted over time and planning ahead for the next opportunity. Jeremy schedules quarterly check-ins and is attentive and easy to talk to, I always feel like his advice is tailored to our family's goals. I'd highly recommend him and the Conversant Wealth Management team to anyone looking for a trusted advisor who truly takes the time to understand you.

They are professional and very knowledgeable. I feel safe with our money being managed by them.read more

Hubby and I FINALLY got around to dealing with our cluster-mess of assorted 401ks, stocks, IRA's,…read moresavings accounts opened when we were teens, ...you get the idea. It took at least six months for us to finally track down Kathy Hentges. I found her by cross-referencing licensed financial planners on the CFP website against Yelp reviews. It took a lot of work because most CFPs based in San Francisco want to work with the newly rich tech crowd, not those of us who are slow, steady savers. It was humiliating to be told that I didn't meet a financial planner's "customer profile". Kathy had no "profile" and she had a DIY financial model which was also important to us. After hearing horror stories on the news about shady investors, we weren't going to give someone total control of our financial future. Our first visit with Kathy was a meet and greet. We liked her right away. She is passionate about financial planning, numbers and trending models. We agreed to work with her on two services - (1) Are we saving enough for retirement? (2) How can we streamline this assorted collection of investments into a solid performing portfolio? She gave us a price range based upon hours. We signed the agreement and paid the deposit by credit card. Our first service came it at the lowest number quoted. In order for her to review our investments, we dug through boxes and found copies of every investment, bank statement, mortgage, car payment, 401ks, ...and uploaded them to a password protected client website. Two weeks later, Kathy met with us and showed us that we were slightly outside the ideal track for retirement. She used a computer model to show us our assets/debts and investments related to retirement. We talked about different options and Kathy would make the changes in the model to show the impact. It took a very small tweak of moving money to different investments to get us right on track. The second service came it right in the middle of her quoted range. She pulled the investment information from every one of our accounts (and we had lots of 401ks from so many jobs over the years). We reviewed the pros/cons of each investment. She then suggested alternative investments based upon our individual risk tolerance. I wanted to take more risk so my suggestions were different than my husband who is more risk averse. In the end, we walked away with a huge binder of all her models, suggestions, plans for next steps, etc... Kathy also sent us all the documents via her password-protected website. We've already made plans to meet with her one year from now to review our financial situation and make tweaks. I liked that Kathy worked alone and not in a huge firm because I really felt like I got personalized, caring service. She has a very focused practice and makes decisions on what she can do. If you read the negative reviews (I'm talking about you Rose Y.), you can see that Kathy offers great service but don't blame a solo practitioner for not wanting to be your $99 H&R Block tax prep service.. Now I feel like a real grown-up with a solid retirement plan!

Contrary to what you might read on her website, Kathy isn't the right fit for someone who is just…read morestarting to build up their nest egg. On my second meeting with her, I left feeling terrible about my finances and about myself. I definitely felt I had been belittled because of how new all of the financial planning stuff was to me at the time. I wish she'd taken the time to explain some things to me, but it's okay because my experience with her gave me the motivation to feverishly read a bunch of books about financial planning. And now my friends, most of whom are just starting to save and invest, are asking me for advice and resources. If you're not rich, but you can read, you don't need a financial planner. Suze Orman taught me that. I'm well on my way with my savings and investments. Oh, and if you don't have a crazy amount of assets, you don't need a tax preparer, either. Seriously, DIY is a good thing.

I started out needing financial planning in the early 2000's and worked directly with Jackie…read moreKleinman. I then founded PeopleThink and realized that my financials were becoming more complicated and I was going to need more council as my business grew. As an entrepreneur with a million and one things to accomplish, I needed to have trusted financial advisors to guide me with my financial decisions. The team needed to be knowledgeable, have my best interest in mind and provide me with ideas and options as my business grew. I get this type of service from KB Advisors. Their team are experts who take the worry out of investing.

Landon was my advisor for their "On Your Way To Wealth" service ($325/mo), for 7 months. The…read moreservice was quite basic. It could be worth it for folks who don't have basic knowledge in personal finance. For professionals who are in the accumulation phase, if you already understand the benefits of index fund investing, asset allocation, I'd say this service doesn't provide a great deal of additional value. The $325/mo covers a once-a-year planning (approximately a couple hours of work), and email/phone support in between. Problems: - Non-responsiveness. I asked questions mostly via email, on average one thread per month, perhaps with 1-2 followup questions. The support was not responsive. Average response times were 3 days, even for 1-sentence answers. But several times there would be no response at all until I followed up 4-7 days later. What exactly am I paying monthly for? Even to initially sign up I had to email twice, which should have been a red flag. There was not even an acknowledgement when I cancelled. My friend also used him and had the same frustrations with lack of response, so this isn't an isolated event. - Simplistic advice. I asked for advice on a couple situations, but responses usually lacked quantitative justifications. I would have liked to see upside/downside scenarios laid out and their impact calculated, rather than general advice based on his intuitions and personal philosophies. In fairness, the pros: + Their basic investing advice/philosophy is sound, though it's what you can easily gather from reading online. + Their website has good articles e.g. on stock compensation. + Tax filing service is included (they partner with McCarthy Tax Preparation), they were professional and did a good job, though my tax situation was also straightforward.

We absolutely love working with Betsy! As a small nonprofit, finding someone who truly understands…read morethe unique challenges of nonprofit bookkeeping is such an important part of our operations. Having Betsy on our team means we don't have to worry--she's reliable, detail-oriented, and always one step ahead of us. What I appreciate most is that Betsy genuinely cares and is flexible as a partner. She understands we're often thrown curveballs in our schedule, and goes above and beyond to make sure we have the financial clarity and confidence to focus on the creative and community work we love. Simply put, Betsy is a gem. Every nonprofit deserves a "Betsy" on their team!

I have worked with Betsy Maness of Private Associates and I would not hesitate to recommend her…read more She specializes in working one on one with individuals accounting for stock and bond portfolios and since this is an extremely delicate and confidential area I would be reluctant to just recommend anybody. I find her to be very reliable and trustworthy and intelligent . She would be especially good for anyone going through divorce or probate as there are a lot of details associated with discovery of assets and the recording of securities. With Betsy you can be confident you financial life is in good hands.

I have never really had a financial education, and having ADHD has made it difficult for me to…read morelearn how to manage my money. I had a consultation with Jennifer this week and in 30 minutes, I literally understood more about my finances than in my entire life. She was so knowledgeable and yet down to earth and easy to understand. I hung up so motivated and empowered and already made significant and impactful changes! I cant recommend Modern Family Finance enough.

Writing a review for my financial planner was not on my Bingo card for my life. But when Jenni,…read moreLisa, and Cathy at Modern Family Finance are as fantastic as they are, it has to be done. To set the scene: I don't know anything about money, or the market, or really budgeting, if we're being honest. My working class family didn't know anything to teach me, and I was resistant to learning because I was sure it would mean discomfort at best and shame at worst. Luckily, opposites attract, and my spouse is a Responsible Adult who wanted to manage some inheritance in addition to our weirdly/ unnecessarily complicated financial situation. Enter: Modern Family Finance, referred to us by a friend. In my mind, they are fantastic for three main reasons. 1.) Based on what I just described, you will not be surprised to learn that I truly have no clue as to the wizardry they do with investing, but I love this. As far as I'm concerned, my accounts are like little Tamagotchis that I get to occasionally login to check and see how they're thriving. Our money is doing great, our finances are tidy, and our goals are being met! My Responsible Adult spouse DOES want to know, and Modern Family is an open book and wants to teach. Everyone wins! 2) The whole process of working together centers around YOUR particular and specific needs, goals, and personal priorities. They keep in mind both short term needs and long term visions to help you get and stay on track. I really appreciated the emotional intelligence and care Jenni brings, especially to our early meetings, and I still think about the questions she asked to help us understand our own relationships to money, and what needs to heal to move forward. They truly work with you where you are. Their approach is clearly not just about managing money, but building quality of life and empowerment. 3) They are truly the kindest people you could hope to work with. Getting me to respond to an email about life insurance or the 401K from ten years ago is like trying to put a cat in a bathtub, but somehow, miraculously, they don't judge. The team is thoroughly patient, kind, ridiculously detail oriented, and in general the most delightful people you'd hope to meet. As a queer couple navigating major life transitions, they give us clarity, patience, and structure without overwhelm. We'll be clients for life.