At Sabrina Julian Investment Services, we believe in empowering our clients to achieve financial independence through a tailored investment plan, goal-based financial planning, and a thorough financial education that helps you to truly understand your own finances. We encourage our clients to be active partners in every step of your financial journey, so we ensure that you have all of the information you need to make financial decisions with confidence.
Our firm is small, and we’re proud of that. We take the time to get to know each of our clients, understand their life circumstances, and provide guidance through all of life’s different stages. We consider ourselves to be a “high-touch” firm, which means we keep our finger on the pulse of your financial life, monitoring and adjusting as necessary throughout the years.
But that high-touch is combined with our personal touch, because we don’t just monitor your finances; we monitor how your life is changing, how you feel about your current financial situation, and any ways in which we can make you feel more confident in your financial future. We stay in touch with you, communicate openly, ensure you are always kept informed of your finances—and send the occasional treat, just to show our appreciation.
Wherever you’re starting out in your financial journey, and whatever goal you’re heading towards, Sabrina Julian Investment Services will be with you all along the way. With offices in both Murphys and Concord, we provide our trusted financial services to clients throughout California and in states across the country. If you’re looking for a partner to support and guide you in your journey to your financial goals, contact us today to schedule a consultation.