Nicholas Garcia9 days agoFrom
I've worked with the Ballast Point team for the past few years and they have done wonders for my financial (and mental) health. Because of their guidance, I was able to fully understand my compensation package and how to leverage it for my goals. Despite studying economics, I didn't really understand how to even get started with planning my finances, and they really have made it easy. It's great that they also have expanded their practice to serve clients in Texas where I am.
Nate Martins9 days agoFrom
We've had a really great experience with Ballast Point — and we feel much more knowledgable about our finances. Drew and the team help us put together a budget, handled taxes, and plan for company stock.
Allison Fang9 days agoFrom
Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly thorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts. We got advice on our kids' 529 accounts and upping our life insurance policies and Shawn gave us the name of a fantastic law firm who handled creating our living trust. The Google spreadsheet with the breakdown of our finances and things for us to consider in the short and long term was also great and something we will be using in the future to track our assets. Very grateful for Shawn and BPFP!
