Chamberlain Financial Planning LLC

Your Financial Peace of Mind is Our Goal

Chamberlain Financial Planning is a California based Registered Investment Advisory firm providing fee-only financial planning on an hourly, as-needed basis. We work with individuals and families of all ages, from all walks of life and we have no minimum account requirements.

Our goal is your financial peace of mind. Our objective and independent approach to your unique circumstances is designed to be easy to understand while applying sound financial principles and integrating your resources both now and for the future.

To better understand the areas where you may benefit from professional help, have some fun and complete our free online Financial Fitness Survey

Advice for Your Changing Needs

When you have a practical, achievable financial plan, you save time, get better results and worry less. These are some of the areas in which we can help:

• Retirement Planning  When will I be able to retire and how much will I need?
• Income Strategies How can I make sure my money will last through retirement?
• Education Planning How can I provide for my children’s education?
• Cash-Flow Management How can I pay off my debt and live within a budget?
• Investment Review Can I get a professional opinion that my investments are on the track?
• Investment Recommendations I do my own investing but how do I get other suitable ideas? 
• Investment Management How do I get low cost professional portfolio management?
• Risk Mitigation How can I make sure I’m protected if the bad stuff in life happens?
• Estate Planning How do I safeguard my assets for my family and I?

Professional Help When and How You Need it

Hourly, fee-only financial planningallows you to utilize our services for as much or as little as you need, which is no different than other professionals such as a Doctor, CPA or Attorney.  

Our services are never constrained or compromised by products, commissions, sales quotas or hidden fees often associated with many other financial planning firms. Our advise is always based on what is best for you so there can be no conflict of interest. 

Contact us today for a complimentary, no obligation “get acquainted” meeting where we will discuss your needs and give an estimate to the cost of the planning to help you acquire a fresh outlook on your financial future. 

It is your life, your dreams and your plan. Do it right!
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