We Provide Holistic Wealth Management Services
Attune Financial Planning is a holistic wealth management firm. We provide comprehensive financial planning, tax planning, and investment portfolio management services throughout Marin County, the greater Bay Area, and beyond. We are able to meet you in-person or virtually via Zoom depending on your needs and preference.
Financial planning would be pretty straight forward if life progressed predictably according to plan. But unfortunately life doesn't work that way. Life is a series of transitions – some planned, some unplanned – and the financial decisions made during these transitions can be significant.
The time we take to understand you – your goals, your values, your relationships, your personal history, and your finances – plus our ongoing availability to you, helps us be effective and trusted guides during your life's critical transitions.
We help you answer questions like:
- Will I be able to retire comfortably?
- How can I reduce my tax burden?
- Am I invested properly?
- How do I save for retirement and college education at the same time?
- What should I do with my 401(k) from a past employer?
- Do I need an estate plan?
- When should I start collecting Social Security?
- Do I have enough life and disability insurance coverage?
- What happens if I need to start caring for my parents financially?
- Should I downsize my current home?
We have tools that can help you:
- Determine if you can reach your financial goals
- Optimize your retirement spending
- Organize your finances
- Determine the least amount you should be paying in taxes
- Estimate your tax liability
- Figure out how to maximize retirement contributions
- Manage your spending
- View your investments, assets, insurance, and spending in one place
As Our Client You Will Receive:
Comprehensive Fee Structure
Your annual fee includes both comprehensive financial planning and investment management services. In addition, we are a Fee-Only firm which means that our revenues are derived solely from client fees. We do not receive commissions, referral fees, or third-party incentives of any kind. We are committed to serving you in a fiduciary capacity and we work on behalf of your interests only.
Fees are paid via assets under management (AUM), a fixed annual fee, or a combination of both.
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