Fee-Only Financial Planning & Wealth Management Services in Los Angeles

Four core service areas designed to work together, because your financial life does not operate in silos.

What We Do

A Disciplined Process from First Conversation to Ongoing Management

We begin by identifying the decision that matters most and completing a Focused Priority Review. If we determine there is a fit, we organize your full financial picture, develop and prioritize recommendations, coordinate implementation, manage your investments and revisit the plan as your circumstances change.

01 / The Challenge

A decision made in isolation can be wrong in context.

Portfolio decisions cannot be separated from the rest of your financial life. Taxes, liquidity, concentrated holdings, business interests, real estate and future obligations all affect what the right decision looks like.

A recommendation may look sensible on its own and still be wrong in context.

Sample considerations:

  • Liquidity Needs

  • Cash Flow Requirements

  • Risk Tolerance

  • Concentrated Holdings

  • Business Exposure

  • Real Estate Exposure

  • Estate Planning Priorities

  • Insurance Coverage

  • Debt Obligations

The answer is not another disconnected specialist.

It is one coordinated process for connecting the work.

02 / The Solution

One clear view of your financial life.
Every decision made in context.

We bring your investments, cash flow, taxes, business interests, real estate, estate plan, insurance and major upcoming decisions into one working plan.

Then we help you prioritize, coordinate and execute the work over time.

03 / The Output

Analysis built around your priorities.

We organize the information, identify the issues that matter and build the specific analyses needed to support your decisions.

The output may include working priorities, a financial calendar, tax-planning items, portfolio reviews and other planning tools—each tailored to your circumstances and updated as the work evolves.

Detailed analysis

Personalized analysis before major decisions, including the options, tradeoffs

Active Planning

A plan built around your priorities, accountability & regular reviews

The right people at the table

Coordination with your CPA, attorney and other specialists

Better follow-through

Execution that keeps priorities visible and responsibilities clear

04 / Working Together

A process designed to keep the work moving.

We do the analysis, maintain a clear set of priorities, coordinate with your other professionals and stay involved through implementation.

The objective is not simply to provide recommendations. It is to help you make informed decisions, assign responsibility and follow the work through over time.

05 / How We Deliver Our Support

From information to coordinated action.

We first organize the facts and understand how the different parts of your financial life fit together. We then evaluate the relevant options, identify the key tradeoffs and establish clear priorities.

From there, we coordinate the work with you and your other professionals, assign responsibilities and track agreed-upon actions through completion.

Why Whittier Green Exists

“I built the firm I wish existed.”

Whittier Green was built to bring structure, clarity and follow-through to the decisions that matter most

Nick Hebert, MBA (Founder & Principal)