FINANCIAL PLANNING ADVICE DESIGNED FOR
OUR CLIENTS ARE A LOT LIKE YOU
Endurance Athletes
It takes a lot of commitment to reach your potential in endurance sports and wealth building. It just so happens, we're well-versed in both.
Active Families
By creating a comprehensive, personalized financial plan, we help active families prioritize financial goals, and save for long-term security.
Pre-Retirees
We help clients shift their focus from accumulation to decumulation and design strategies to maximize the effectiveness of assets in retirement.
NEW CLIENTS
The thought of creating and implementing a financial plan on your own can be overwhelming. When you partner with us, we promise to make this process as simple as possible.
Through plain English strategies and proactive communication, we make it our mission to guide you toward financial decisions that will serve your family both now and in the years to come.
When we work with clients that want help with investment management, they typically fall into one of these three categories:
- Want a second opinion,
- Want to learn how to do it,
- Want our firm to do it.
We are happy to work with clients in any of these situations.
ONGOING BEHAVIORAL COACHING
From the outset, we engage our ongoing relationship clients in a thorough planning process.
This includes an in-depth conversation to identify financial and non-financial goals. From there, we generate planning scenarios to incorporate a range of assumptions that illustrate the impact decisions can have on achieving those goals.
We provide a comprehensive review of the components that contribute to a successful planning strategy, such as goal tracking, asset management and tax planning — working collaboratively with specialists in these respective areas, as needed.
Finances are dynamic. Our ongoing services recognize this by incorporating a financial plan update process concurrent with the implementation of one’s personal planning strategy.
Learn More About Our Ongoing Services
Meet the Team
JUSTIN WALLER
FOUNDER, CFP™Justin Waller is a fee-only financial planner located in Chico, CA serving clients locally and across the state.
Waller Financial Coaching provides comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions.
As a fee-only, fiduciary, and independent financial advisor, Justin Waller is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
JACKIE BERNDT
CLIENT SERVICESJackie is our Client Service Coordinator and has been working with us since 2005. She has a B.S. degree in Business from CSU Sacramento and has been working in the financial services industry for over 20 years.
Jackie lives in Folsom with her husband and two sons.
From the Blog
Send Us a Message!
We’ll respond to email messages within two business days, and often sooner. Please call with urgent concerns so we can serve you more quickly or if you don’t receive an email back.
Contact Information
(*By appointment Only)
Chico Office
10 Declaration Dr., Suite D
Chico, CA 95973
(*By appointment Only)
Folsom Office
1024 Iron Point Rd., Ste 100 #1292
Folsom, CA 95630
Folsom Office
1024 Iron Point Rd., Ste 100 #1292
Folsom, CA 95630
530-826-4417
info@wallerfc.com
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