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Focused Finances, LLC

Inspiring Financial Confidence

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      • Patricia Jennerjohn, CFP®, MBA
      • Melinda McCollister
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Services

There’s no minimum investment needed for financial planning work.


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Full Financial Plan

The core of a good financial plan is a complete understanding of your financial picture. And, a coherent plan to help you meet your aspirations. Personalized plans review in detail all key areas of financial planning. Cash management and risk management. Taxation, financial independence, investments, and estate planning. The result is a plan made exclusively for you.

Financial Review

You can also ask us to look at only two or three issues. In a Financial Review, we look at whether you’re saving enough, if you have the right resources for retirement, any spending issues, and whether your investment strategy is right for you. This work is quite a bit smaller in scope than a full financial plan.

Hourly  Consultation

For a very limited look at a one or two issue situation, we also offer hourly planning. We require a minimum of three hours at our current hourly rate.

Investment Management

We offer Investment Management together with an annual financial planning retainer, not as a stand-alone service.

I can analyze and re-build an existing portfolio, or help you to invest from scratch. I use a combination of open and closed end mutual funds, individual bonds, ETFs, and other investment options.

The key to your portfolio design is your particular set of financial goals or aspirations. Portfolios are designed to meet these aspirations through the use of asset allocation that gives you the best possible return for the amount of risk you can accept. Your portfolio is succeeding when you find you’re meeting your aspirations.

It’s my job to help you meet your goals, not to create maximum returns. And these returns are achieved through thoughtful and timely rebalancing, rather than chasing after trading profits.


Click here for a complete listing of our planning and investment management services (PDF): 
Services and Fees Brochure

Click here for our Client Engagement Standards document (PDF): 
Client Engagement Standards

For 101 things we do for you (PDF), click here:
101 Things We Can Do For You

Benefits

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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

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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