Financial Planning

The Milestone planning process begins by focusing on your goals and your values, not just your money.

Our view is that creating a financial plan without the benefit of this information would be incomplete and less likely to succeed.

We explore at the outset what is most important to you, detaching these values from your financial position and then integrating them within the context of your particular situation.

At our first meeting, we learn about the objectives and values that will be central to your financial plan. We identify each of your financial goals and your personal investment constraints, laying the groundwork for the preparation of a meaningful proposal.

Next, we collect the nuts and bolts information necessary to analyze how much you might need to earn, spend, or save in order to achieve your financial objectives.

Finally, lifetime cash flow projections are analyzed based on various future scenarios, leading to a set of probable outcomes and concluding with a specific action plan.

Your financial plan is reviewed on a regular basis and can be updated and modified whenever it becomes necessary.



  • 650 California Street 7th FL
  • San Francisco, CA 94108
  • 650 E Tahquitz Drive Suite 2
  • Palm Springs, CA 92262
  • 415-921-9160