Financial Planning and Wealth Management
Financial Planning and Wealth Management

Financial Planning and Wealth Management

Top Pro

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

Service type

Responds in about 37 min

Introduction: OUR MISSION: Our mission is to serve our clients with extreme care and intentionality by not only being exceptionally educated as a financial advisory team, but also capable of asking the right questions, understanding your relationship with money, and empowering the right actions financially, professionally, personally and emotionally. Our mission is to help our clients lead their best lives by taking empowered and thoughtful action. OUR CORE VALUES: - Professional and Personal Growth - Personal Responsibility - Integrity - Mutual Respect - Giving Back OUR PLANNING PHILOSOPHY: - Financial planning is collaborative process, not an isolated event. - Earning your trust and building a lasting relationship is the foundation of our planning process. - Clients are best served by guidance based solely on their best interest. - Each client deserves a plan that integrated all the facets of their financial picture. - Solutions to complex issues should be simple, actionable and designed with the end in mind. OUR PLANNING PROCESS: 1. Clarify your Vision, Values and Goals. Collaboratively, we will discover clarity around what and who are most important to you. 2. Design creative solutions. Using our knowledge, experience, tools and resources, we will architect a financial plan that aligns with your vision. 3. Implement your strategic plan. Our team will help you drive progress and results in all areas of your financial life. 4. Review, Refine and Update your plan. Now that you are living with confidence and clarity, we will partner with you tp update and improve your plan each year. Our Role is to ensure that you have the freedom to focus on leading your best life TODAY and TOMORROW. AREAS OF EXPERTISE: • Financial Planning: When you plan with us, you will have an experienced advisor building a personalized financial plan addressing different aspects of financial planning. • Investment Solutions: Our long-term approach to investing and wide range of options can help meet your unique financial needs – giving you the edge you and your family need to enjoy your wealth today, and generations to come. • Wealth Management: Personalized wealth management strategy is necessary to sustain and grow your long-term wealth, meet your financial goals, and align your comfort with market risks along the way. • Life insurance planning: While providing the protection you need, our solutions play a key part in your financial plan, giving more financial flexibility throughout your life. • Disability Income Planning: Help protect your earning power and keep your goals on track if any unexpected injury or illness prevents you from working • Long-term care Planning: Having a long-term care plan will give you (or a loved one) choice and control over where and how to receive care should it be needed • Business Succession Planning: Make sure the business that you’ve worked hard building will continue to move forward once you’ve decided to step back • Charitable Giving: More than ever, people are putting their money where their values are. As part of your financial plan, charitable giving can help support the causes and organizations that are important to you, while maximizing tax efficiencies. • Our niche expertise is deciphering the world of RSUs/ESPP/NQSOs/ISOs, navigating IPOs and "liquidity events", and efficiently addressing planning between time at the office and life at home.
Overview

Current Top Pro

Hired 40 times

Serves San Francisco, CA

Background checked

4 employees

7 years in business

Payment methods

This pro accepts payments via Credit card and PayPal.

Social media

Facebook

Top pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

Top Pro Icon

2018

Top Pro Icon

2019

Top Pro Icon

2020

Top Pro Icon

2021

Top Pro Icon

2022

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Wear gloves during the job

Disinfect surfaces touched during the job

Featured Projects

5 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Excellent 4.9

28 reviews

5
96%
4
0%
3
0%
2
4%
1
0%

Read reviews that mention:


pro avatar
Kerith G.
Sep 28, 2021
·

Hired on Thumbtack

Hired on Thumbtack

Irina is exceptional. Treats you like a human being and understands that everyone has to start somewhere. Put everything in layman’s terms so it was easy to take in her plan of attack.
Personal Financial Planning
pro avatar
Kim W.
Jan 13, 2022
·

Hired on Thumbtack

Hired on Thumbtack

Irina is very helpful and guides you through the process. She spends the time needed to help you feel like you have all the knowledge needed to make a good decision.
Personal Financial Planning
pro avatar
Wade F.
Jan 28, 2021
·

Hired on Thumbtack

Hired on Thumbtack

Irina does a fantastic job of integrating personal finance, personal goals, and realistic market expectations. Specifically, I found her knowledge of private company stock (i.e. ISO's, RSU's) to be very deep. Would highly recommend Irina!
Personal Financial Planning
pro avatar
James M.
Oct 6, 2020
·

Hired on Thumbtack

Hired on Thumbtack

Irina truly exceeded my expectations. She was incredibly responsive to messages, was able to understand my financial question, and rapidly gave me a complete, coherent answer. I would absolutely reach out to this professional again for related financial planning services.
Personal Financial Planning
pro avatar
Bonnie S.
Dec 27, 2019
·

Hired on Thumbtack

Hired on Thumbtack

I have only spoken with her once and I submitted a budget to her. She was not judgmental in any way despite my being so behind in retirement planning. I feel good about working with her !
Personal Financial Planning
Credentials
Background Check

Irina Mcgrath

Not what you’re looking for?

No problem: we have pros for every job.