North Park Financial Planning
North Park Financial Planning works with self-employed and employed individuals in technology and creative fields. Assisting you with getting your financial life organized around your values, we offer financial life planning experiences to get you started and also offer ongoing planning and investment management. It is our intention to reduce or eliminate angst and fear of your finances. We assist with the following: business formation questions, uneven cash flow and spending plan, self employment taxes and tax planning, financial independence planning, retirement plan accounts set up, RSU compensation strategies, college planning, insurances, employee benefits and managing your investments along with ESG offerings.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.