​Focused Finances, LLC is a fee-only financial planning firm based in Oakland, California, dedicated to helping clients achieve greater financial confidence through personalized, fiduciary advice

Services Offered
Focused Finances provides a range of services tailored to individual needs:​

Comprehensive Financial Planning: A personalized plan reviewing all key areas of financial planning, including cash management, risk management, taxation, financial independence, investments, and estate planning. ​

Financial Review: A focused analysis addressing specific financial questions, such as retirement readiness, investment strategies, or estate planning. ​

Hourly Consultation: Targeted advice on one or two financial issues, requiring a minimum of three hours at the current hourly rate. ​

Investment Management: Offered in conjunction with an annual financial planning retainer, focusing on thoughtful and timely rebalancing rather than chasing market trends.