Look no further for insurance solutions that put your needs first!
Ballast Point Financial Planning is a fee-only financial planning practice based in Burlingame, California and Orlando, Florida. We specialize in guiding young professionals with equity compensation to achieve financial independence. We believe that financial health is an essential component of personal growth and empowers individuals to reach their full potential.
Our Purpose
Our mission is to empower 1 million young professionals by aligning their finances with their core values. We partner with you to identify your financial goals and create a customized plan to achieve them. We believe in open communication and transparency, making the financial planning process accessible and understandable.
1. Comprehensive Financial Planning
- Goal setting and financial analysis
- Budget and expense management
- Cash flow analysis and optimization
- Retirement planning and investment strategies
- Estate planning and insurance review
- Tax planning and preparation
2. Investment Management
- Custom portfolio construction based on your individual goals and risk tolerance
- Regular investment reviews and portfolio rebalancing
- Access to a diverse range of low-cost investments
3. Tax Preparation
- Comprehensive tax filing assistance for individuals and small businesses
- Expertise in navigating complex tax laws and deductions
- Strategies to minimize your tax burden and maximize your returns
Who We Serve
We work with young professionals who have equity compensation and first-generation wealth builders. We also assist first-generation wealth builders in understanding and navigating wealth.
Our Team
Our team of experienced financial professionals are passionate about helping our clients achieve financial success. We are committed to providing personalized attention, clear explanations, and ongoing support throughout your financial journey.
Our Values
Integrity, transparency, and personalized service are at the heart of our practice. We believe in building lasting relationships with our clients and empowering them to make informed financial decisions.
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