Our Mission – Integrating Your Life and Finances

At Finances for Life, our mission is to empower you and your family with clarity, build on your existing resources, and create tailored solutions to help you achieve your dreams. As a woman-owned, fee-only Registered Investment Advisor (RIA) in San Diego, North County, and Southern California, we’ve served clients for over 20 years with unbiased, fiduciary advice.

San Diego financial planning family

How We Bring Your Vision to Life

We start by understanding your unique relationship with money, shaped by your culture, family, values, and life experiences. This insight forms the foundation of a personalized financial plan that blends all aspects of your life into a cohesive strategy.

  • Clarity: Gain a clear understanding of your financial goals.
  • Focus: Build a roadmap to overcome obstacles.
  • Advocacy: Trust in our fiduciary commitment to your best interests.
  • Direction: Adapt your plan as life evolves.

Our Commitment to You

We take pride in delivering unbiased advice and providing personal attention. Our success is measured by your achievements, like helping a Carlsbad couple plan their dream retirement. We strive for excellence in communication and collaboration to ensure your financial success.

“Lucille’s guidance gave me confidence in my financial future.” – J.S., Carlsbad

Ready to Start Your Journey?

Discover how we can integrate your life and finances. Schedule a free Exploratory call today.

Explore Our Working Together | Explore Our Client Process