Make financial planning decisions with accurate input

How We Charge

Our initial consultation is always free. We charge an hourly fee for our services, based on services provided.

With Court supervised cases all billing must be Court-approved prior to payment. With non-court supervised cases, monthly statements are generated for services rendered.

Fiduciary Services

Contact:

ph: (805) 966-0073 
fx: (805) 585-5413
email: [email protected]

Office Location:

1482 East Valley Road
Suite 16
Montecito, CA

Mailing Address:

PO BOX 92110
Santa Barbara, CA 93190