Yes, most clients prefer meetings through online video conferencing.
No, we eliminated physical location to lower your fees.
A Financial Planner can help you understand your current financial situation, identify your financial goals and create an action plan that will help you make better financial decisions. For more information about the financial planning process, check out our blog What is a Financial Plan?
Only fees our clients pay to us. We charge a flat fee to ensure complete transparency of our compensation. Fee-only planners can not receive any form of compensation for recommending investment or insurance products.
Spark Financials is a Registered Investment Advisory Firm in the State of California. Our planner, Danielle Miura is a CERTIFIED FINANCIAL PLANNER™ professional. Spark Financials is legal to give investment and financial advice.
Yes! If you are not sure what this is, you can read about fee-only advising here.
We are crypto-friendly! We believe that cryptocurrencies can be suitable for investors who have a high-risk tolerance(ability to handle risk) and high-risk capacity(ability to take on risk). As your financial planner, we will evaluate cryptocurrency in the context of your investment plan and include these assets where it's appropriate.