View Profile

Cunninghamlegal

(19)

Probate Representation California, Family Office Practice, Special Needs Attorneys & Special Needs Trusts

“Both James Cunningham, Estate Planning Attorney, and Dana Tipton, Paralegal, made the entire process so palatable answering all of our many questions and concerns.”

i

View Profile

Allen Tax Planning

(2)

“I highly recommend Mark Allen of Allen and Allen.”

i

View Profile

Fairchild Financial Advisors

“F or over 30 years we have been advising individuals who want to develop and implement an intelligent,comprehensive long-term financial plan, customized to their personal goals and resources. Our financial planning process is founded on the idea that...”

i

View Profile

Peak Business Coaching

(15)

Goals
Plan
Meeting

“Jim's coaching sessions are the best investment I've made in my company so far and highly recommend him if you are serious about growing your business.”

i

View Profile

Staszak & Co

(3)

Accounting Services, Advisory Services, Tax Planning

“He clearly explained everything he did, why he did it, what he uncovered that was not addressed in years past from the previous CPA and handed me a properly completed tax return.”

i

View Profile

Boyd & Associates

(2)

Client Accounting Services, Outsourced Bookkeeping

“In particular Stacy Lusk, who has not only helped me clean up a huge technical error by a certain major bank effecting my digital bookkeeping, but also helped me uncover some check fraud going on in my account resulting in me saving $750.”

i

View Profile

T. Sharp Legacy & Wealth Counsel

(5)

Estate
Planning

“Sharp Legacy & Wealth Counsel to complete my revocable living trust and estate plan which included my will, health care directives, and after life plans.”

Featured

In today's diverse society, the concept of a traditional family has evolved significantly. Non-traditional families, including blended families, same-sex couples, single parents, and cohabitating partners, are becoming increasingly common. While these families bring their unique joys and challenges, they often face additional complexities when it comes to estate planning and financial planning. In this article, we will explore the importance of estate planning and financial planning for non-traditional families and highlight key considerations that can help secure their future.

i

View Profile

Leslie Roper Day & Associates

(1)

Tools, Lifestyle, Money

“Leslie and her team are a pleasure to work with.”

i

View Profile

Dachtler Wealth Management

Your Personal Financial Website, Gold Medal Services

“Our goal is to help you plan your financial future in order to provide you and your family with the comfort of knowing your finances are taken care of and geared towards you and your goals. Once your financial picture is evaluated through a consultat...”

i

View Profile

True Worth Financial Planning

(9)

Divorce
Goals

“Her empathetic approach is the reason why I feel 100% confident in referring her services to my own clients who are looking for a guiding light after one of life's transitions.”

FAQs

Do you give legal advice?

I am not an attorney and do not give legal advice or draft any legal documents. I can give you general education on the different types of estate planning documents and what they are used for. I would be glad to refer you to an attorney in my network.

Why do I need a CDFA if I have an attorney/accountant/financial advisor?

Many clients assume their attorney will advise them on all financial matters. While attorneys play a crucial role in the process of divorce, they usually are not trained in the intricate financial details that concern tax issues, IRS rulings, real property issues, dividing pensions, etc. Most financial planners and accountants excel in their chosen field, but they have little to no training specifically related to the financial issues of a divorce.

At what point in the divorce process should I meet with a CDFA?

The earlier you have a good understanding of your finances going into divorce, the better. There are benefits to working with a CDFA at any point in the divorce process.

What if I am dissatisfied with my plan?

I do not offer refunds for work already completed. If are unsatisfied with the service in the middle of a project, we will end our engagement immediately. You will only be charged for any work already completed based on my hourly rate of $300, and any remaining fees will be credited back to you within 7 days.

Will you work with my ex and I together?

No. I serve as a financial advocate for the wife only. There are other CDFAs who represent both parties as a financial neutral in the divorce process, who would be a better fit if that's what you're looking for.

Other questions that you might have are answered on the FAQ page of our website.

i

View Profile

Lake Tahoe Wealth Management

(2)

“All in all he was extremely helpful in explaining the various aspects to me so I could understand what I was going to be getting and what would benefit me most.”

i

View Profile

Capstone Financial Group

(1)

Pension Plans, Life Insurance, Estate Planning

“We are very pleased with there treatment of our funds and there ability to protect our investments as if they were managing their own retirement.”

i

View Profile

Westcorp Financial Services

(1)

“Great Customer Service, Women were very helpful with all my questions.”

i

View Profile

Mark R. Green, CPA

(1)

Tax Services, Services For Quickbooks, Business Services

“I'm not sure if he is accepting new clients but if you are lucky enough to be one of his clients then you know he is the real deal.”

i

View Profile

Donald P. Madsen, Attorney At Law

(3)

“Don Madsen was recommended to me by a friend who is a very successful businessman in the Sacramento area.”

i

View Profile

Gasber Financial Advisors

Guidance, Investment Management, Financial Planning

“Since 1995, we have been implementing prudent investment strategies and custom financial plans which have enabled our clients to devote more time and attention to what truly matters in their lives.”

i

View Profile

Retirement Planning, Tax Preparation and Planning, Investment Advice and Management

“We help guide you toward a secure future by providing a solid foundation for financial well-being. From retirement planning and comprehensive risk management to wealth growth and preservation, we cover all your bases. Consider us your knowledgeable f...”

i

View Profile

Capital Region Financial Group

“So when it comes to financial advice, you want straight answers from an expert. No beating around the bush. No meaningless financial jargon. Just clear strategies to get you where you want to be.”

i

View Profile

Natoma Wealth

“Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org”

i

Average Cost	$3392
Minimum cost	$1131
Maximum cost	$9609
Avg Per Hour Rates	$340

Best Financial Advisors in Folsom, CA

The highest-rated Financial Planning & Wealth Management companies out of 108 vetted & reviewed in the Folsom area.

Cunninghamlegal

Allen Tax Planning

Fairchild Financial Advisors

Peak Business Coaching

Staszak & Co

Boyd & Associates

T. Sharp Legacy & Wealth Counsel

Leslie Roper Day & Associates

Dachtler Wealth Management

True Worth Financial Planning

Lake Tahoe Wealth Management

Capstone Financial Group

Westcorp Financial Services

Mark R. Green, CPA

Donald P. Madsen, Attorney At Law

Gasber Financial Advisors

Green Wealth Management

Perry Financial Network

Restrepo Wealth

Rasmussen Advisors: Retirement Planning

Pokorny & Associates

Planned Solutions

Capital Region Financial Group

Natoma Wealth

Retirement Planning and Investment Management Services in Folsom, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Folsom

Popular in Folsom