Vested financial planning services
Maximize Your Employee Equity, Minimize Your Taxes and Reach Your Goals
Ongoing Financial Planning
It’s about the lifestyle and planning for what you really want most
Fee-only Services
We are paid directly by you and never receive commissions or referral fees
No Account Minimums
We’re here to help every level of investor reach their financial goals
Fiduciary Promise
We’re legally bound to always work in your best financial interest
Pricing
Isn’t it worth 2% of your income to make the most of the other 98%?
Ongoing financial planning makes the most of the other 98% of your income by enabling you to maximize your employee equity, buy a house, save for college, and plan for retirement.
Ready to talk with an expert?
Ongoing financial planning costs ~2% of our typical clients’ annual income
Ongoing Financial Planning
Build a comprehensive financial plan and work together to implement and help you achieve your goals
Starts at:
$7,000
Starts at $7,000 for individuals and $8,500 for couples (annual fee billed quarterly). Fees waived with investment management of $500,000 or more.
Investment Management
Identify investment goals, develop customized asset allocation and invest and monitor your accounts for you
Ranges From:
0.40-1.00%
0.40%-1.00% annual fee based on value of assets under management (billed quarterly).
Vested Financial Planning works with Gen X & GEN Y Silicon Valley tech professionals to make the most of their employee equity
We build plans that help you buy a home, save for college costs and prepare for retirement and we help you enjoy the journey too
Cash Flow & Budgeting
Tax Planning Strategies
Estate Planning
Insurance Review
Financial Goal Planning
Employee Benefit Optimization
Home Buying Counseling
College Savings
Retirement Planning
Investment Analysis & Management
Let’s Work Towards Your Financial Dreams.
1. Build the Plan
2. Take Action
3. Reach Your Goals
TOM LO, CFP®, MBA
Vested Financial Planning
San Carlos, CA 94070
tom@vestedfinancialplanning.com
Phone: (650) 315-7372
DISCLOSURE: The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Vested Financial Planning, LLC (referred to as "VFP") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. VFP does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall VFP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if VFP or a VFP authorized representative has been advised of the possibility of such damages. In no event shall Vested Financial Planning, LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
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