Financial Planning

Maximize your wealth and achieve your financial goals with us

Providing You With a Comprehensive View

At Arrowroot Family Office, our experienced professionals can provide you with a comprehensive financial plan that covers an overview of your current financial picture and an evaluation towards your short-term, mid-term, and long-term goals. We understand that each of our clients have their own unique set of goals and needs, and our financial planning process can provide you with a path that is specifically tailored to suit your individuality. Our financial planning services consist of the following:

  1. Retirement planning
  2. Corporate retirement
  3. Estate planning
  4. Tax planning
  5. 401(k) & 403(b) services
  6. IRA services
  7. 529 planning

Retirement Planning

Our team is also proud to offer retirement planning solutions for those that are looking to start saving for their post-professional life. Whether you are already approaching retirement or you are getting a head start on your financial future, we are here to help formulate and maintain a retirement plan that works for you and your goals and needs.

Estate Planning

We understand that your family is what is most important to you, and as a reflection of that, we believe that solid, thoughtful estate planning is necessary to ensure that your family is financially protected even after your death. Our firm offers simple and effective estate planning services that are designed to give you the peace of mind in knowing that everything will be taken care of for you.

Frequently Asked Questions

Financial planning is the process of framing financial policies in regards to investments, procurement, and administration of funds to meet life goals. It also helps entrepreneurs and investors make advance provisions for the needs that are likely to arise in the future.

Financial planning guides individuals towards the right direction by improving their decision-making skills in financial issues. A financial plan allows you to understand every financial decision you make and how it affects a different area of finances. A financial plan also helps in planning for unforeseen events, thus preventing financial stress and risky emergencies.

A good financial planner places their loyalty on the client and not the profit. Being independent is the right way a good financial planner can offer services without any limitations or restrictions. An independent financial planner also creates a customized plan to provide growth of the client’s wealth.

The rule of thumb does not apply towards saving because it depends on income level and age. Individuals can start by putting in 10 percent of their income every month and slowly increase it according to their goals.

In a financial plan, financial advisors should include a review of the client’s net worth, investment portfolio, cash flow, goals and objectives, retirement planning, insurance needs, and tax planning. With all these analyzed, advisors can implement a financial plan to meet the client’s needs.

A financial plan should be reviewed when there is a lifestyle change such as divorce, marriage, or death. Lifestyle changes affect the expenses of the client. Any change in financial position means that a financial plan should be reviewed to accommodate the change in goals and circumstances.

Clients should include information regarding investments held, saving needs, income and expenditure details, goals, and the number of dependents. The more accurate the information, the better the quality of financial advice and chances of achieving the goals.

According to the Financial Industry Regulatory Authority (FINRA), any person can be a financial planner provided they have the skills and knowledge required in financial planning. However, parties granted the authority to offer financial planning include insurance agents, investment advisors, practicing accountants, and financial advisors.

Factors that affect financial planning include age, individual goals, spending behavior, savings and investments, financial potential, and risk factors.

Our Process

We continuously understand your goals, research solutions, and present strategies to achieve them. We also review and update your plan to remain relevant to your changing circumstances and market conditions.


Book your advisory call with your preferred AFO advisor.


Our team will meet with you to understand your financial needs.


We will collect as much relevant information as needed.


We’ll have an interal meeting to ensure a suitable strategy.


Prepare analysis, and present solutions and decision options.


Agree on the proposed plan. Start to execute your financial strategies & goals.


Log in to your dashboard to track your financials.


Regular 1-1 Q&As with your advisor.

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over 100 years of combined fiduciary experience

Helping you achieve your evolving financial objectives


Wednesday, 6 July 2022


4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292

  • Southern California
  • Virginia
  • Michigan
  • Northern California
  • Washington State