Meeting with a Finances for Life advisor is your first step toward financial clarity. This relaxed, no-pressure conversation lets us understand your needs, dreams, and priorities. While not a full financial plan, it gives you a clear sense of how we can partner to achieve your goals.

What to Expect

• Professional guidance to clarify your financial goals and priorities.
• Tailored financial advice at a fair price, aligned with your life goals and investment objectives, if you choose to engage us.
• Transparent information about our solutions, including risks, benefits, and costs.

What to Bring

• Questions about your current financial situation.
• Areas of your financial life needing immediate attention.
• Short- and long-term dreams and financial goals.

Planning Service Calendar

Our structured approach ensures your financial plan evolves with your life. Schedule your free consultation to get started!

Why Work With Us?

As a fee-only, woman-owned RIA in San Diego, we’re committed to your success. Meet Lucille M. Shaw, our founder, and discover our fiduciary commitment.