Our business model is simple. We charge for the work we do on your behalf on an hourly or project basis. We also offer ongoing advice on a subscription basis to help you implement and manage the plan. We don’t charge based on the value of your assets. 

Our business model scales from clients just starting their careers to families nearing or enjoying retirement. Contact us at info@losgatosfinanical.com for a complimentary call to see if we are a fit to help you.