J. Jeffrey Lambert, CFP
We listen deeply to clients. Finding out what is most important to you - your priorities and concerns is our most important job. By helping you gain clarity on what you want your money to do for you helps us to support you in aligning your money with what is most important to you your life, so you can more fully live the life you want to lead. The processes used to develop this clarity and translate it into action have been coalesced from 100's of financial planning practices with whom I have shared over the years and further refined by my work as the director of the Financial Planning at UC Davis Extension.