We operate remotely and conduct all meetings virtually for your convenience. While we’re based in the San Francisco Bay Area, we work with households across the U.S. and internationally. 

Jenni Dazols

Marla Landa

THE MODERN FAMILY FINANCE WAY TO FINANCIAL INDEPENDENCE

 

Step #1 

LET’S GET TO KNOW EACH OTHER 

It starts with a simple conversation. This gives you a chance to ask questions, share your burning questions, and explore how we can help. If we determine we’re not the right partner for you, we’ll recommend an alternative.  

 

Step #2 

FREE FINANCIAL ASSESSMENT 

We review your financial situation and provide an assessment of your strengths, weaknesses, opportunities, and risks. 

 

Step #3 

PERSONALIZED ONGOING ADVICE 

Hire us and together, we’ll develop a financial plan that gets you to where you want to go. Success is driven by consistent, proactive decisions over a long period of time. Consider us as your trusted guide and accountability partner.