If you are looking for independent, objective financial planning and advice -- without account minimums or conflicts of interest -- you have come to the right place. As you will see from visiting our site, we are a different type of financial services firm. We think you will find our philosophies and vision to be both refreshing and compelling.

Bhutani-Palmin works with clients of all income levels and stages of life: young people just starting out, families planning for college and retirement, retirees entering a new and exciting phase of life.

Do you have questions about your financial life, but can’t find answers you can trust?  Have you contacted financial planning firms, only to be put off by high account minimums or advisors selling you products on commission?  
We specialize in the needs of everyday people. This means easy access to objective and expert advice when and how you need it. We provide as little or as much help as you want – from one-time meetings to address a specific issue to ongoing comprehensive planning that addresses all aspects of your financial life. 
We do not require asset management, long term contracts or income minimums.  We do not sell financial products of any kind: we are compensated only by you, the client, for the advice we give on an hourly basis.  You can be assured that our recommendations benefit our clients and only our clients.

OUR MISSION STATEMENT

Through knowledge, planning and advice, we will provide our clients with tools they can use to build a sound financial foundation and achieve their life goals. Through education, foster our clients’ understanding of their financial situation and reduce stress surrounding making financial decisions.
Thank you for visiting our site.  Please navigate through it to find out more about our approach to financial planning and investing or get answers to questions you may have.  Then please contact us for a free, no obligation Get Acquainted meeting to discuss how we may help you.  

 
Bhutani-Palmin Financial Planning LLC
6114 La Salle Ave. #652
Oakland, CA 94611
Oakland Office: 510.698.6309                        Walnut Creek Office: 925.262.8445
Fax: 510.743.7500
Email: lydia@bpfinancialplanning.com           neerja@bpfinancialplanning.com

No one plans to fail; they just fail to plan.