+1 (650) 687-7089

OUR OFFERINGS & SERVICES

We are pleased to offer a range of services to clients that can be tailored to your specific goals & situation:

INVESTMENT MANAGEMENT

Investment management generally includes comprehensive financial planning, ongoing personal finance support and advisory and collaboration with tax, insurance and estate planning professionals.​ We offer several management different models: Custom, Socially Responsible, ETF/Passive, & Active/Mutual Fund. Each investment model is designed to suit what’s best for you, your tax situation, and your goals & values in life.

INTERNATIONAL PLANNING & ADVICE

We specialize in working with international situations, where individuals and families may hold assets in multiple countries or be moving in or out of the USA. We work with skilled CPAs and additional financial planning firms in other countries, or specialized in certain regions, to help provide optimal solutions for clients. With experience advising on international personal finance, we are well-positioned to help you avoid global investing pitfalls.

FINANCIAL PLANNING

If you are searching for broader guidance for your financial life, or aren’t sure where you want to start first, our financial planning services might be right for you.​ We offer Financial Planning services and coaching, offered for a financial planning fee. We can work together to find the goals & appropriate guidance that work for you.

PRICING OPTIONS: HOW DO WE CHARGE FOR WEALTH MANAGEMENT?

At Appreciate Personal Finance, we offer several models of pricing for services to choose from:

  • Hourly Planning Fees
  • Ongoing Financial Planning fees (billed monthly or quarterly)
  • And/or Assets Under Management charge for Investment Portfolios