Attune Financial Planning

Attune Financial Planning, LLC is a Fee-Only financial planning and investment management firm located in San Rafael, CA. While the firm caters to individual and families in every stage of life, the firm works primarily with professional families who are within 15 to 20 years to their target retirement date.

Attune Financial Planning’s mission is to bring harmony into their clients financial lives in a comprehensive and holistic manner through a process called Financial Life Planning. The firm works with clients to objectively assess their current situation, establish goals and objectives, and implement a solid financial plan to meet those goals.

Financial planning services are provided on an annual fee basis.  The annual fee for comprehensive financial planning services is based on a percentage of Assets Under Management (AUM) and / or an annual fixed planning fee.   Structuring the fee schedule in this manner allows the firm to work with households at various income and investment asset levels.