Flexible. Fee-Only. 

Financial Planning. 

Helping balance life today with planning for the future.


Balance Financial Planning, LLC is a fee-only firm providing unbiased, practical financial planning and investing advice. We work with individuals, families, and small businesses to help grow your wealth and plan the life you want.

Financial Planning

Retirement Planning • College Savings • Goal Planning • Home Ownership


Portfolio Review • Asset Allocation • ETFs and Index Funds • Real Estate

Cash Flow Planning

Tax Planning • Cash Flow Projections • Budgeting • Stock Option Planning


You may need a comprehensive plan or just answers to a few questions. Our pricing is flexible so we can address only those issues that matter to you. We also have no asset minimum.


The only compensation we receive is directly from the client. We do not receive commissions for recommending any investments or products.

Planning Focused

Our main focus is understanding your goals and financial constraints. We then work with you to develop a plan that meets your needs.


As a CFP® practitioner and registered investment advisor, we always put the interests of the client first. It is our top priority to find the best solution for you.

Balance Financial Planning, LLC

5438 Shafter Avenue

Oakland, CA 94618