Ongoing Monitoring

The source of creative ideas and solutions

The financial planning process is an ongoing and interactive partnership with our client in which we can continue to provide insights and refine the plan to reflect our client's needs and goals -- as agreed with each client. The plan is not just a report; it is a source of creative ideas and solutions to help our clients build wealth.

  • Measure investment performance
  • Quarterly reporting
  • Continued strategic assessment and refinement, as requested by each client.

For more information about Financial Planning Consultants, LLC, please contact one of the principals at (408) 287-7911 or by email at

Marc Parkinson
Thomas Wagstaff
Edward Davis
John Kawamoto

Initially, we will work with you to determine your concerns, goals, and risk tolerance- essentially your overall financial profile (Quantitative as well as Qualitative). This fact-finding enables us to design an investment approach that is suitable for your level of risk and financial goals. Together, we will monitor the progress of the strategy employed and make the necessary modifications as circumstances impacting your financial strategy change. And together we will strive to make your financial goals a reality.
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