DO YOU NEED HELP OPTIMIZING YOUR EMPLOYEE BENEFITS PACKAGE?
Whether you work in the private or public sector you'll likely be faced with decisions surrounding your benefits package. There is a lot of information to sort through. Health insurance, retirement options, flexible spending accounts, fee waivers etc. We will create a plan to help you get the most out of your benefits package.
ABOUT STRIDE
I founded Stride to bring quality financial planning to millennials at an affordable price. Decisions we make early in life can have a tremendous impact on our financial future. Unfortunately, finding quality financial planning can be challenging for young professionals without a large investment portfolio. A large percentage of advisors in the financial services industry sell products and earn commissions from the products they sell. This creates a direct conflict of interest in the advice they provide. Stride is a fee-only firm. We do not sell financial products or earn commissions. I'm David, the lead financial planner at Stride and I serve in a fiduciary capacity for my clients. I'm passionate about working with people in their 20s, 30's, and 40's who are in need of advice to optimize their wealth building journey. If you're looking for financial advice without pushy salespeople, products, or commissions, you've come to the right place.
I'M DAVID.
I’m a husband and dad to three beautiful children. This is my second career. I spent the first 12 years of my professional career in college athletics. While I love athletics, I’ve always had a passion for personal finance. As I began to navigate life in my 30’s with a growing family, home purchases, student loan debt, planning for retirement, and college savings for my children, I decided to turn my passion into a career to help others. I returned to school through the UC Berkeley Extension program and earned a graduate certificate in Personal Financial Planning. As a financial planner, I enjoy helping my clients navigate financial issues in order to bring peace and confidence surrounding their finances.
I believe in conflict free financial advice, the way it should be. I don’t sell products or earn commissions from your investment portfolio with confusing fees. I am a fee-only financial planner. My fee is clear and fixed, which eliminates surprises and promotes transparency. I’m also a fiduciary, which means I’ve taken an oath to act solely in your best interest.
SERVICES & FEES
Stride offers two service models to meet your financial needs: comprehensive financial planning and project-based planning on an hourly basis. Whether you need a bit of coaching to answer a handful of specific financial questions or you would like comprehensive, ongoing planning support with a co-pilot to help implement your financial plan, we've got you covered with the model that fits your needs!
ALL-ACCESS
Comprehensive On-Going Financial Planning
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Proactive ongoing financial planning
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Assistance implementing plan
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Access to financial planning software
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Call, text, or email any time
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No time commitment
$150 per month for individuals
$200 per month for couples
Perfect for those who want on-going comprehensive financial planning and a
co-pliot to assist in implementing their plan.
