Comprehensive Financial Planning

Financial planning services help you assess where you are and create a roadmap to reach your financial goals. Planning should be personalized to you—whether you are saving for a single goal, like buying a house, or need comprehensive planning and investment guidance.

At Blakeslee & Blakeslee, we have built our reputation on comprehensive, tailored service. As a fully independent financial planning firm, we can take a holistic approach to help our clients plan for any number of issues that might arise during the course of a lifetime.

Our Approach

Since the beginning, our firm has taken the long-term investment perspective of buy-and-hold, rather than the short-term perspective of hot stocks and day trading. Over the years, this approach has proven successful for our firm and our clients, helping us stand the test of time. 

We offer no-charge annual meetings to update clients on their progress toward reaching their financial planning goals. These meetings  can help ensure that a client’s investment strategy continues to evolve and mature as life and financial events unfold.

Our Financial Planning Services Help With: 

  • Family planning
  • Windfall/inheritance planning
  • Buying a home
  • Understanding investment basics
  • Investing for the future
Blakeslee & Blakeslee financial planning services

Effective Personal Financial Planning Services

Planning is the essential first step on your path to financial success. Effective financial planning requires a 360-degree view of your portfolio. Our comprehensive approach to personal financial planning starts with a thorough audit of your current financial situation as well as your short- and long-term financial goals. 

During your first no-cost consultation, our investment and financial planning professionals based in San Luis Obispo, Paso Robles, and Orcutt, California, can, if desired, review your existing portfolio to provide a second opinion on whether the assets are performing well and suit your goals. 

Financial planning is a process, not a product. During our no-charge annual check-ups, we’ll ensure that your investment strategies are evolving to keep up with your goals.

Not sure where to start?

Let the experienced team at Blakeslee & Blakeslee help you take a holistic look at your finances, your goals, and your prospects.