Fog City Advisors
Financial Services - Belmont, California, United States
Fog City Advisors Employees
Fog City Advisors Details
Let's clear the fog from your financial picture! Fog City is a fee-only financial and tax planning firm in the Bay Area, founded by Bill Carlson, CFP and Mark Pingree, CFP, CPA. Together we design an all-encompassing strategy that takes into account every aspect of your finances. We don't sell any financial products nor do we receive any commissions. We are fee-only financial planners. We are fiduciaries: our complete focus is on what is best for you. We are committed to providing value that exceeds our flat fee. Financial planning is a process, not an event and we are here for you when you need us. Our approach accommodates regular ongoing reviews of key financial areas, with access, or an open-door, to the advisor when needed.We begin our holistic process with an analysis of your immediate financial concerns, and we provide recommendations to address those specific issues. If you require ongoing financial planning services, we continue our engagement by learning more about you. We work with you to ensure that your financial life is meeting your needs, is supporting your goals, and is aligned with your values. We focus our first year of work addressing the core areas of your financial life: goal setting, coordinated investment advice, skillful tax planning, worry-free retirement planning, insurance analysis, lifestyle spending review, and proactive estate planning. In subsequent years – as your financial needs, goals, and values change – we continue our work together by providing ongoing monitoring, support, and maintenance of your financial plan to ensure that it remains current, and relevant. We are proud members of the Alliance of Comprehensive Planners - https://www.acplanners.orgOUR ACP PLEDGE TO CLIENTSHOLISTIC in outlook. PROFESSIONAL in conduct. EDUCATIONAL in nature. INDEPENDENT in compensation. COMMITTED to your success.Learn more about our holistic financial planning process at http://fogcityadvisors.com
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