Financial Planning
Your Best Interests First 100% of Time
As a fiduciary financial planner in Los Angeles, we are compensated only by our clients. We are legally sworn and obligated to always place our clients’ interests ahead of our own. There are no hidden fees, including commissions for product sales or referrals.
When working with Safe Landing Financial, you are working directly with a CFP® Professional. A CFP® Professional is required to pass personal financial planning education and a comprehensive exam, demonstrate experience, and adhere to ethical standards.
Having a financial plan and investment strategy that updates as life changes empowers you to maximize money throughout your life and a leave a legacy for those you care about.
Our best work is done for individuals and households planning their financial future, planning for retirement, or planning in retirement. Our clients focus their time and energy on what matters most to them and values appointing an expert for guidance.
Financial Planning Process
Working with a Los Angeles fee-only financial planner, here is what you can expect:
Initial Development of Financial Plan
Evaluating What-If Scenarios
Actionable Next Steps
Implementation of Your Plan
More on Financial Planning
Why Working With a Fiduciary Financial Advisor Is Important
Why Working With a Fee-Only Financial Advisor Is Important
Why CERTIFIED FINANCIAL PLANNER™ Is Important (CFP® Professional)
Important Numbers for 2023 (printable PDF guide)
High-Earning Professional – Planning Financial Future Case Study
Approaching Retirement – Financial Planning for Retirement Case Study
At Retirement – Financial Planning During Retirement Case Study
The Simple Dollar: Six Times You Should Hire a Financial Planner (and Three Times You Shouldn’t)
Forbes: What Is A Financial Plan, And Why Every Adult Needs One
Vanguard: Putting a Value on Your Value: Quantifying Advisor’s Alpha
