Join Us
"We believe a good financial plan begins with your story and your visions. Let’s design a financial plan that works for you.
When the clarity is there, the decisions are easy.
You Don’t Have to Do It Alone
You’ve been through, or are going through, one of the most difficult periods in your life. You are rebuilding on a new budget, taxes change, social security options can be complex, and your need for asset protection has never been greater.
When You Work With Us
We help you get clear on your life and money goals. Then we roll up our sleeves and create a financial plan and investment portfolio that aligns with your visions. We feel it is important to meet at least semi-annually to update your plan as the markets and your life evolves. As always, we are educating you along the way so can make informed and confident decisions.
Who We Serve
Our process is holistic and we give your money the attention it deserves. If your investments are a minimum of $750,000, then we welcome the opportunity to discuss how we can work together to create a plan for the life you love. Not there yet? No worries. Click over to our Keep Learning Page and take advantage of our complimentary calculators and educational events or click here for other options.
Do you want to keep learning?
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Barbara Norman, CFP® CDFA® ChFC®
4812 Lorraine Dr. San Diego, CA 92115
(619) 501-6011 | [email protected]