Southern, CA: 805-217-3126 Northern, CA Toll-Free: 800-584-3652


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Financial Happiness Start-up Package

Step 1

Complete FH Survey w/ free 15 min Phone consultation

Step 2

Free 30 day trial w/ 30 minute tutorial call

Step 3

Financial Happiness Self Package

  • Cash Flow planning
  • Budgeting solutions
  • Debt management
  • Insurance analysis
  • Goal Planning 
  • Investment Basics


Annual package Fee: $1500

College Student Annual Fee: $700


Additional Services:

Divorce Planning

Investment Management

Collaborative Financial Planning

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Market Data

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Explore your financial happiness... We can get you there!