What is Phoundational?
Phoundational is a Fee-Only* financial advisory firm registered with the state of California. Phoundational provides knowledge and strategy for financial action. People and organizations all have financial goals but often don’t know how to achieve them. The financial services industry presents a complicated landscape where factors such as regulations and taxes intersect with a seemingly infinite range of service providers and investment products. Add on high, recurring fees and there’s a lot for an investor to consider. That explains the phenomenon of paralysis by analysis: when a daunting spectrum of facts and options leads to procrastination and avoidance. Phoundational aims to help individuals, families, and organizations break the thinking impasse by distilling the flood of information into a coherent, durable strategy that’s ready for action. Thinking certainly matters, but taking action is the only way to make progress toward goals.
* Please refer to independent sources such as The National Association of Personal Financial Advisors and the Institute for the Fiduciary Standard for additional information on the potential benefits for consumers from Fee-Only advisors.