Pamela G Lee, CFP – Pursestrings

Specialties

Hourly As-​Needed Fee-​Only Financial Planning and Advice

~ Periodic Financial Check-​up

~ Financial Independence (Retirement) Projection

~ Investment and Asset Allocation Planning

~ Income Tax Planning /​Income Tax Preparation

~ Real Estate Decision

~ Risk Management Review

~ Financial Neutral in Collaborative or Mediated Divorce

~ Evaluation of Continuing Care Residential Communities

History

Established in 1987.

~ 1987 — present CFP® mark conferred by the CFP Board of Standards

~ 2004 — present CA Registered Investment Advisor

~ 2006 — present CA CTEC Registered Tax Preparer

Meet the Business Owner

Pam L.

Business Owner

If you are looking for independent, objective financial planning and advice, you have come to the right place. As you will see, Pursestrings is a different type of financial planning firm. Unlike many other firms, we only provide independent, objective advice on an as-​needed hourly fee-​only basis. Clients have the ability to engage us on a one-​time or on-​going basis depending on their personal financial needs. There are no minimums. If our philosophy and experience appeals to you, please contact us to schedule a complimentary no-​obligation get-​acquainted meeting.