Our Process
Libra Wealth will help you more objectively navigate through the choices, acknowledge the trade-offs, and evaluate the risks.
Your Money. Your Life. In Balance.
Live a life that is true to yourself, not one that is dictated by your bank account.
Schedule a Free Introductory Call ›
Welcome to Libra Wealth
Independent, fee-only financial planners and CPAs in San Jose, Silicon Valley, San Francisco, Santa Cruz, and beyond.
Sound familiar?
You're Age 50+
You have over $1 Million in retirement savings.
But you have questions...
"How do I safely create
tax-efficient income?"
"How can I reduce
my taxes in retirement?"
"Are my investments
suitable for retirement?"
Get Acquainted Meeting
Free consultation call or combined with Discovery Meeting. No process starts until you have a thorough understanding of what to expect.
Discovery Meeting
Should you decide to engage our services, the "Get Acquainted Meeting" could continue into a working session or be set for another time and typically lasts another 1 hour.
Investment Review Meeting
In 1-3 weeks, we will review your planning objectives and goals, confirm planning assumptions, review risk tolerance and financial capacity, and establish asset allocation parameters.
Financial Planning Meeting
2-3 weeks later, we will present your financial plan in person and answer any questions you have. We will also schedule a follow-up meeting or call within one month to make sure you are on track.
Why Libra Wealth
What to Expect
Experts in helping people aged 50+ lower taxes, invest smarter, and maximize income. Want a more in-depth look at our collaborative partnership?
What you get:
Customized Retirement Advice
Fiduciary Financial Advisor
Fee-Only, Fixed-Fee Model
We will never:
Recommend Cookie-Cutter Solutions
Hide Conflicts of Interest
Charge Hidden Fees
Get ready to ignite your creative & entrepreneurial spirit.
Reduce Taxes · Invest Thoughtfully · Retire Comfortably
Contact us
If you’re ready to get started or you still have some questions, fill out the form below, contact us or schedule a meeting.