Based in San Ramon (San Francisco-East Bay Area), Collabria is a fee-only, registered investment advisor specializing in Life Centered Financial Planning and Personalized Investment Management. We seek to help clients navigate a complex financial world, particularly with issues related to major life transitions.
Some transitions we’ll be able to anticipate, like a child going to college, a big family vacation you’ve been planning for, and, for many of you, the actual date of your retirement. Other transitions, like a sudden illness or a big out-of-state move, we’ll help you adjust for as necessary.
Am I managing my money in a way that’s improving my life?
Of course, building wealth that will provide for your family and keep you comfortable today and in retirement is a part of that plan. So is monitoring your investments and assets and doing what we can to maximize your return on investment.
One of the most important things your money can do for you is provide a sense of freedom. If you don’t feel locked into chasing after the next dollar, you’ll start exploring what more you can get out of life than just more money.
We don’t want you just to “have enough money.” We want you to live the best life possible with the money and resources you have.
What’s truly important to you?
The people whom you love. The causes that are dear to your heart. The activities that keep you feeling fit and full of energy. The hobbies that put your unique skills to use. The opportunities for learning and self-discovery that enrich your understanding of the world and of yourself. The wisdom that you will pass down to your children and grandchildren.