• Skip to main content
  • Skip to footer

Home · Client Login · Phone Appointment · Office appointment · Call Us

Focused Finances, LLC

Inspiring Financial Confidence

  • About
    • Team
      • Patricia Jennerjohn, CFP®, MBA
      • Melinda McCollister
    • Our Principles
  • Services & Benefits
    • Services
    • Benefits
  • Fiduciary & Fee-only
    • NAPFA Fiduciary Oath
    • Fiduciary Best Practices
  • Blog
  • Contact
    • Directions

Benefits

Financial planning helps set the stage for living an extraordinary life.


Focusing through a camera lens

The process gathers information about your life, not just your money. The result is a clearer picture of you — right now. And, offers great ideas about where you can go.

Some tangible benefits you’ll have in hand:


A Financial Plan

Your road map for steps to be taken over the next five years. Includes “to do” lists, illustrations, and important background information.  You can get a written plan, or (even better) access your plan “live” on your own private client Web site.


Professional Referrals

You’ll have a list of estate planning attorneys, accountants, and insurance experts to consult if or when you need other specialists.


Investment Policy Statement

This is a written plan that precisely specifies how we structure your investments and, what we expect for the long run. That helps us make good investment decisions, even when times are difficult.


Quarterly Portfolio Reports

You’ll get clear and understandable data, and we won’t overload you. You’ll be able to evaluate your progress over time and in the right context – your investment policy – rather than from the monthly ups and downs on your brokerage statements.


Annual reviews

We’ll refresh your data each year with what “really happened” so we can keep your plan on track, year after year. That means we can catch problems before they become trouble.


Meetings, telephone, and email support

You’ll have personal contact with your advisor — me — on a regular basis. Questions will inevitably come up as your plan and your life unfold. I’ll be there with answers.


Administrative support

Our client services administrator is experienced, and a true professional. She’s here to make things run smoothly — account openings, account transfers, cash management needs, appointments, and paperwork.


Our Services

Footer

Contact

Focused Finances, LLC

Office: 877-746-7914
Toll-Free: 877-746-7914
Fax: 510-291-8304

1300 Clay Street
Suite 600
Oakland, CA 94612

patricia@focusedfinances.com

  • Facebook
  • LinkedIn

Affiliations

CFP logo
NAPFA logo
XYPlanning Network Member logo

Disclosure

All written content on this site is for information purposes only. Opinions expressed therein are solely those of Patricia Jennerjohn, Managing Partner, Focused Finances LLC. Material presented is believed to be from reliable resources and no representations are made as to its accuracy or completeness. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Fee only financial planning and investment advisory services are offered through Focused Finances LLC, a registered investment advisory firm in the state of California.

Copyright © 2023 · Focused Finances, LLC · 1300 Clay Street, Suite 600, Oakland, CA 94612 · 877-746-7914