Pinecone Financial

Plant the seeds for your financial future

Our philosophy

The best financial plan is simple and easy to follow. Our ultimate goal is to to get clients to a point where they're comfortable and confident managing their investments independently.

How we work

  • Meeting #1: Phone call to see if we're a good fit (Free)

  • Meeting #2: Zoom call where we talk about your goals and your financial situation (Free)

  • Meeting #3: Zoom call where I bring a custom plan, built specifically for you. We'll talk through all the details to make sure everything is crystal clear ($1500)

Pricing

  • Custom Financial Plan - $1500 one time fee

  • Ongoing Advising - $100 per month, after we've built your plan

Topics we'll cover

  • Budgeting & Finance Fundamentals

  • 401(k)

  • RSU & ESPP

  • Buying a House

  • Estate Planning

About me

Hi, I'm Jeremy. I'm a fee-only fiduciary and financial nerd. I love drinking bubble tea and helping people take control of their money. Sign up for a call and let's chat.

Pinecone Financial