How Financial Planning Works

Meeting with a financial advisor can be intimidating. So we made our process a collaborative set of meetings. They're designed to address the most pressing situations in your life while giving you the necessary advice and guidance to help you feel confident in your finances.

More than money management & product sales

The future of financial planning is here - a place where advice is the priority.

Cash Flow

Not sure where your money's going each month? We'll review your income and expenses to determine the necessary changes to maximize your cash flow potential.

Education Planning

Did you know education inflation rises around 6%-7% every year? We'll make sure you are allocating your dollars appropriately and taking advantage of every education perk available.

Tax Planning

Are you fully aware of the potential tax deductions, credits, and other consequences you may incur? We make sure that you are in the most cost-effective position for your situation.

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Debt Payoff

Feel like you're not making payoff progress? We review your situation to ensure that you are getting the best interest rates, consolidations, using the appropriate repayment strategy, while reviewing ways to improve your credit score.

Stock Options

Is equity apart of your benefit package? With careful analysis, we determine the appropriate way to obtain your company shares while minimizing the tax consequences that will inevitably hit your way.

Real Estate Planning

Are you planning on buying your dream home? Or perhaps you're looking to sell it? Real estate holds unique tax perks that should be analyzed with care when making an executive decision and our plans take this into account.

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Insurance & Estate Planning

It's amazing how overlooked this area is by most households. We review your current individual policies, property & casualty, group benefits, and other insurance policies to determine how much protection you need to keep your finances intact should something happen while making sure your assets are protected.

Retirement Planning

Retirement is a word thrown around with much negativity. The truth is everyone has an individual definition for it. Do you plan to stop work altogether? Maybe still working but you want to supplemental income? Based on what your goals, we'll determine the best recommendation for you.

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Investment Planning

Not sure if you're maximizing your investments? In evolving markets, you need a portfolio optimized to match your time horizon and your liquidity needs. A combination of low-cost funds and tax-efficient allocation ensures your returns enhance your goals and we help build a plan that's unique for your situation.

Not sure how to best manage your equity compensation? Get the guide & learn how to maximize your valuable dollars:
Let's work together
Providing plans, not products.

The future of financial planning is here - a place where advice is the priority.

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PASHMAN FINANCIAL, LLC (“Pashman Financial”) is a registered investment advisor offering advisory services in California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Pashman Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Pashman Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.