Encover Personal Finance LLC
Encover Personal Finance LLC is a "fee-only" financial planning firm serving technology professionals in the San Francisco Bay Area. Our mission is to build, grow, and secure your financial future by understanding your priorities and goals. While we value a long-term relationship with you, we are happy to address any immediate financial decisions confounding you. Our philosophy is to present you with unbiased and well-researched advice so that you can make the best decisions in every phase of your life. Here are some features of our services that sets us apart: Advice-Only (Flat Fees): Unlike wealth management advisors, our fees are not calculated as a % of total "Assets Under Management" (AUM), Net Worth or Income. The fees will not change during the contract period. Fee-Only: Compensated solely by your fees, no commissions or kick-backs. Fiduciary Relationship: Your interest first, eliminating any conflict of interest. No Asset Minimum: Your investments could be any amount. Flexible Timings: Evening hours, Weekends and Virtual Meetings. Interactive Financial Planning: Visualize what-if scenarios before implementing change. Tax Analysis: Scenario Analysis for short-term and long-term tax planning. Please check out our website for more details.
Please Note: We are not accepting new clients at this time.
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