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+1 (415) 964-1704

2 Embarcadero Center 8th floor

San Francisco, CA 94111

+1 (415) 964-1704

2 Embarcadero Center 8th floor

San Francisco, CA 94111

FINANCIAL CONSULTING

The scope of our financial consulting services includes:

  • Stock-based compensation: RSUs, ISOs, NSOs
  • Cash flow planning
  • Budgeting
  • Investment reviews for do-it-yourselfers
  • Second opinion on financial issues
  • Review of 401(k), 403(b), 457 plans
  • Tax minimization strategies
  • Discussing major life changes

Rapport understands that there are many individuals and families underserved by traditional financial services institutions.  Because of this we offer a monthly fixed fee arrangement for those that are unable to meet asset minimums.

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