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Move toward your financial goals. 

Explore

We recommend starting with a 15 to 20 minute exploratory phone call to discuss your needs and determine if our approach fits with your objectives. If it does, we would plan to meet in person.

Test The Fit With A Complimentary Initial Consultation

During the first meeting, which normally lasts one to two hours, we will discuss your needs and expectations in greater detail, introduce you to our planning and investment strategies, and describe how we could apply our approach to your situation. If you're comfortable with our approach, we would then prepare a specific proposal for you, at no cost.

Consider Our Proposal

In our second meeting, we will present a customized proposal that addresses your financial planning and investment goals. If you decide to work with us, we would take you through the steps of establishing a formal engagement with us.

Contact Us

Foresight Financial

Telephone  650-368-5533

Fax  650-364-5531

Email   info@foresight-financial.com

 
 
"In a moment of decision, the best thing you can do is the right thing to do. The worst thing you can do is nothing."
Theodore Roosevelt