Financial Planning Services

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Services personalized for you or your business.

As I help you develop a successful financial plan, whether for your business or personal estate in Santa Barbara or beyond, we’ll talk about all aspects of your present and future goals — and likely a few you hadn’t thought of.  Some of these financial planning areas include:

Retirement Planning.

I’ll help you bring your vision of your future to life through connecting personal values to your financial goals with sound analysis of income sources, savings needs,  life expenses, investment return, and more.

Investment Planning.

Make the most of your investing power through a comprehensive review of your assets and risk tolerance, a solid diversification plan, and roadmap to fulfill your financial goals.

Portfolio Analysis.

A detailed look at your portfolio and asset allocation designed to raise your success rate, enhance your understanding of the process, and lower your investment fees.

Insurance Planning.

A review of your insurance needs and coordination of insurance professionals outside of Eva Barberi Financial Planning to make sure your financial plan is protected.

Tax & Estate Planning.

I coordinate with your tax advisor and estate planning attorney to implement strategies unique to your business and personal situation.

Company Benefits Evaluation.

A thorough review of your current company benefits, health plans, and incentive programs, including costs, key employees, and future plans with an eye for creating a more sustainable path to ongoing success.

Cash Flow/Debt Planning/Financial Organization.

I’ll guide you in creating a solid spending plan as well as debt analysis based on your priorities and values that includes short and long-term goals.

College Planning.

An essential first step in ensuring your kids get the college education they deserve. I’ll help you figure out exactly how much you need, how it will be funded, and even which school makes the most financial sense for you.

Estate Planning.

I will collaborate with your estate planning attorney to insure that important documents such as your will, living trust, living will, and durable power of attorney for healthcare are up to date and reflect your wishes.

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