Blankinship & Foster, LLC

The process of wealth management and financial planning is really about identifying the things that are important to you in your life and helping you achieve them.  It encompasses your own goals and constraints, the economic environment, current tax laws, and realistic investment expectations.

At Blankinship & Foster, you will work directly with a team of at least two or more advisers, supported by our full professional staff.  Through a series of meetings, we develop a clear understanding of your goals for the future, your lifestyle, and your personal priorities.

Our process includes:

Creating a financial plan
We provide a written financial plan that includes an analysis of various subjects such as financial independence, risk management and estate planning.

Designing a portfolio
We create an efficient portfolio that balances suitable investment gains with no more risk than necessary to meet your financial objectives.

Implementing recommendations
You receive specific written instructions regarding what needs to be accomplished. We will assist you in implementing any solutions.

Coordination with other advisers
When your plan calls for change to existing estate, tax or insurance planning, we work with your other advisers to ensure your needs are addressed.

Investment management
We manage portfolios of low cost investments designed to balance your return objectives with your tolerance for loss.  Our asset management services free you to focus on the things that matter in your life.

Monitor progress and changes
We help you track your progress toward your goals over time and make adjustments as your goals and the world around us change.