Finances for Life,LLC – Fee-Only Financial Planning in Carlsbad and San Diego
Finances for Life – where your dreams are heard and championed, and your goals become our shared mission. Our mission: Integrating Your Life and Finances.
Founded in 2005 by Lucille M. Shaw, we’re a woman-owned, fee-only Independent Registered Investment Adviser (RIA) proudly serving San Diego County and Southern California for over 20 years. Our transparent fees and expert advice ensure your interests come first, as our fiduciary duty assures unbiased, client-focused planning. Meet Lucille M. Shaw.
Our approach is life-centered—your success is our success. It’s not just about money; it’s about you.
Your Future Starts Here
Today’s investment climate offers unprecedented opportunities. We help you seize them with four essential tools:
- Clarity – clarity on complex financial and estate decisions.
- Focus – focus on progressing with confidence
- Advocacy – your best interests are our priority, always.
- Direction – guidance as goals and life circumstances change.
Get Started Today
Explore our Services or check out Client Process to learn more. We frequently update our information, so visit often or, better yet, call us—we love hearing from you!
Schedule your free Exploratory call today—limited spots available this month!