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Category: Recent Projects

Oakland, CA | East Bay, Managing Real Estate for Success in Retirement

Mon, September 23 2019 - 11:06 AM
Is it time to pay down that HELOC? We recently had a CPA firm refer a client to us that was in need of financial assistance. She was a 68 years old, recently retired widow. She owned multiple rental properties and was in the process of a large home renovation when we first sat down with her. We initially met with her and her daughter to gain a full u…

Berkeley, CA – East Bay Financial Planning Services for Managing College Debt

Tue, September 3 2019 - 11:03 AM
Tackling Student Debt and Other Financial Goals While Growing a Family We recently had a younger couple under the age of 40 approach us to help them with their financial future and develop a plan that prioritizes what is most important to them. They have a young child and have recently moved into a more spacious rental property to accommodate their growi…

Oakland, CA – Stock Options (ESPP, RSU) for East Bay Resident: Financial Plannin…

Mon, August 19 2019 - 12:19 PM
Living in the San Francisco Bay area, many of our clients are compensated with stock options and restricted stock units, as well they may have the opportunity to participate in employee stock purchase plans(ESPP). Recently, Mark and Jane contacted First and Main Financial to help them understand their financial situation and asked us to provide scenarios…

Oakland, CA – Financial Planning and Investment Advisory Services for Divorced W…

Fri, July 26 2019 - 12:23 PM
Financial Plans and Investment Advice to Help You After Your Divorce As financial planners, our goal is to help people figure out their finances, especially those who may have recently experienced a life changing event, such as a divorce, death, job change or even an unexpected inheritance. Recently, we were contacted by a 54 year old client, Susan, in O…

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