FINANCIAL PLANNING

CENTERED

ON WHAT MATTERS

MOST TO YOU

ORGANIZE CASH FLOW - INVEST WITH PURPOSE - GAIN FINANCIAL CLARITY

Enjoy your family.  Build your business.  Retire confidently.  Travel the world.  Give back.  Pay for education. Make work optional.  Whatever changes you’re hoping to make or goals you’re trying to achieve, you’ll receive sound advice and personalized guidance from a CERTIFIED FINANCIAL PLANNER™ professional every step of the way.

Analysing the Numbers

PERSONAL FINANCIAL GUIDANCE

Market Analysis

COMPLETE INVESTMENT MANAGEMENT

Data on a Touch Pad

BUSINESS SOLUTIONS

Organize and plan for your important money decisions, and feel empowered by your choices.

Efficient portfolios created and managed in-house to help you reach your goals.

Cash flow planning for entrepreneurs and business owners. 401(k) management and education.

WELCOME

Let's plan for the life you want.

Did you know that money is the #1 cause of stress among Americans?*

With the pace of our lives and the cost of all of our responsibilities, it is difficult to know if we are always making the best financial decisions.  Whether it's managing a business or a career, paying for education, making time for what you love, or figuring out retirement, all of these things can cause financial stress.  I completely understand and our team is here to help...

*https://www.blackrock.com/corporate/insights/investor-pulse

CENTERED ON YOUR PRIORITIES

GUIDANCE FROM A CERTIFIED FINANCIAL PLANNER™

While many advisors may call themselves "financial planners," CFP® professionals have met the extensive competency and ethics requirements set by the CFP® Board.  We follow the Board's Standards of Professional Conduct that require CFP® professionals to act in their client's best interests.

INDEPENDENT ADVICE

At Centered Financial, we work for you.  This means that we do not represent any parent company or product.  Our first priority is to understand your unique situation.  We then customize a strategy for you to reach your definition of success.

A COLLABORATIVE RELATIONSHIP

Everything we do starts with a relationship and we want to be with you as you navigate different stages of your life's financial journey.  We understand that everyone approaches their money in a unique way so we meet you on your level.  Our process is about education and empowerment, so you should always feel like you are a part of the process.  We are all on this team together.

HOW DOES CENTERED FINANCIAL MAKE A DIFFERENCE?

Wondering if we're a good fit?  Here are some examples of how we can help:

Career, Family, Debt, Saving for the Future

 

 

 

How a young family with professional careers manages all of their financial decisions.

Case Study #1

Making It All Work

Making Smart Investment Decisions, Knowing When to Retire, Understanding Stock Options, Social Security Choices, Helping Aging Parents and Adult Children

A long successful career and a long life ahead.  There are a many choices to make at this stage that will determine your financial independence.

Case Study #2

Late Career and Life Transitions

Reducing Taxes, Maintaining Cash Flow, Building the Right Team, Choosing Benefits, Saving for Retirement, Keeping the Business Going When You Want to Step Away

Effective financial decisions to make as a business owner.

Case Study #3

Growing Your Company

CONTACT:

Centered Financial LLC

701 Palomar Airport Road

Ste. 300

Carlsbad, CA 92011

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