Building and managing a holistic retirement plan is key to achieving better outcomes. Big themes:
- keep it simple & transparent
- take an evidence based approach
- leverage technology to keep fees low and predictable
- passive investing & tax efficiency
- many people need coaching to achieve behavior change
We work with you on your NewRetirement Plan to:
1) Get organized and see where you stand today
2) See what's possible
3) Take action on immediate opportunities
4) Monitor & manage your plan over time to stay on track
No one can guarantee success, but you can take action to maximize your efficiency and chances of success.
We offer collaborative holistic retirement and financial planning across investments, taxes, insurance and estate planning.
We do this in a transparent and low cost way that is designed to be much more efficient than traditional "white glove" advice services.
Steve has worked in Financial Services for over 20 years as a consultant and employee at firms like Charles Schwab, Fidelity and Dimensional Fund Advisors - primarily in product and technology. He earned a Bachelor of Science in Systems Engineering from Boston University.
He's working on making digital first collaborative retirement planning with low fees available to anyone.
Bill has over 25 years of experience in financial services. In addition to being a Certified Financial Planner he is a Chartered Financial Analyst (CFA) and a licensed California Real Estate Salesperson (NMLS 253429). He earned a certificate in Personal Financial Planning from the University of California, Los Angeles and a B.A. in Urban Studies and Planning from San Francisco State University.
His passion is holistic financial planning.
Flat fee or subscription based planning services. All services include Include a one year subscription to PlannerPlus.
Walk through your Plan with a NewRetirement Advisor and make sure it's set up properly, there are no major gaps and identify big opportunities (risks, expenses, portfolio, asset positioning, drawdowns, tax, estate planning) .
Ongoing plan financial planning and support.
Low cost portfolio construction & management
We'll construct and manage a portfolio based on your NewRetirement Plan factoring in your goals, needs and risk profile.
We'll work with you to generate reliable retirement income in a tax efficient way.
We love our customers and can meet almost anytime via Zoom video conference.
1 Belvedere Place Suite 200 Mill Valley, CA 94941