“I help people from all walks of life make wise decisions about their money, so they can have the lifestyle they deserve. As a CERTIFIED FINANCIAL PLANNER™ I offer my knowledge and expertise through a fee-only, hourly advisory service. Because I do not accept commissions, I can offer unbiased financial advice.” -Mary L Gibson, CFP®

Because financial decisions involve so much more than just deciding where to invest your money, I believe, especially in today’s climate, we all need qualified advisors helping us with our financial goals. So, if you aren’t working with someone now, or you are unhappy with the results of your financial advisor, I would welcome the opportunity to sit down with you at a complimentary Get Acquainted meeting.
Call 831-623-2126

Mission Statement

To empower people, by providing them with knowledge, planning and advice, to believe they can take control of their financial lives to achieve their lifestyle goals. To give my clients a greater understanding of the use and power that money has in their lives.

Investment Philosophy

Clients need to be comfortable with their investments so determining your risk tolerance is primary. Clients should be diversified among asset classes and within asset classes. Because I don’t sell financial products or accept commissions, I recommend low cost investment vehicles so that more of your money stays invested. Clients are always in control of their money. Investing should be goal driven and funds should be invested in appropriate vehicles depending upon the goal and risk tolerance.

Hourly, Fee-Only, As-Needed Financial Planning, Advice and Education

A, B, C, D or even F? How would you grade yourself in these financial subjects, goal setting, risk tolerance, investments, retirement planning? Get your financial “grades” by completing your Your Financial Report Card .

NEWSLETTER

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NOTICE

This website and its content is offered for informational purposes only. Opinions expressed within this site are solely those of Mary L. Gibson, Owner. Information, resources and material offered are believed to be from reliable sources and no representations are made as to their accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning is offered through Mary L. Gibson, CFP™ a registered investment advisory firm in the state of California.

COPYRIGHT NOTICES

All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner. Certain text and articles (c) 2001, 2002 The Garrett Planning Network, Inc., Sheryl Garrett, Principal. Other text and articles (c) 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008 Mary L. Gibson, CFP®.

CFP™, CERTIFIED FINANCIAL PLANNER™ and the federally registered flame logo are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP™ Board's initial and ongoing certification requirements.