Empowered Personal Finance

★★★★★4.8 (18) Financial Services Redwood City

Business details

Category
Financial Services · Financial planner
Address
3011 Broadway, Redwood City, CA 94061
Website
empoweredpersonalfinance.com
County
San Mateo County

Hours

  • Monday: 10 AM–4 PM
  • Tuesday: 10 AM–4 PM
  • Wednesday: 10 AM–5 PM
  • Thursday: 10 AM–6 PM
  • Friday: 10 AM–3 PM
  • Saturday: Closed
  • Sunday: Closed

About

At Empowered Personal Finance, we help Redwood City and San Mateo County residents take control of their money with a clear, personal plan that reduces financial stress. We work with individuals and families to organize their finances, build a budget that is easy to maintain, and make sure their money decisions line up with their goals.

Our approach centers on getting to the heart of what matters most to each client, from everyday cash flow to larger investments they have been planning for. We charge a set fee for a package of services rather than a percentage of your portfolio, so you know what to expect from the start.

Clients often tell us they leave each session feeling encouraged, with a written review of their progress and clear next steps. Our goal is to help you build a healthier relationship with money that lasts well beyond our sessions.

Book through our website.