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Our Services & Pricing

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Our Client-Focused Services Include:

Comprehensive Financial Planning

Investment Management

Income & Tax Planning

RSU & ESPP Planning

Retirement Planning

Insurance Reviews

Estate & Legacy Planning

And More

Our Pricing

One Time Financial Plan Creation<br data-mce-bogus="1">

One Time Financial Plan Creation

Individual plans start at $2,500 and include a one-year engagement. Pricing is based on the complexity of the planning needs and will be provided after an initial consultation and review of your situation. 

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Financial Plan Creation with Ongoing Planning &#38; Investment Management

Financial Plan Creation with Ongoing Planning & Investment Management

total Individual plans start at $1,750 and include ongoing Investment Management Services (investment selection and monitoring).  Account costs are based on the total of Assets Under Management (AUM) and range between 0.75% - 1.5% of the total value of the account.  Investment trades and changes are included in the cost and disclosed in advance of investment selection.

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Our Team

Kim Gaxiola, CFP®

Registered Principal/Founder, Investments


Owner, speaker, educator, and CFP® Practitioner, Kim advises tech professionals and their families who aspire to a "Work Optional" lifestyle. Transitioning clients from a "need to work" position to a financially independent one...

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Victor Gaxiola

Co-Founder, Head of Marketing and Investment Advisor


Victor is a financial services and wealth management leader with a passion for digital innovation. Drawing from diverse industry experience across competitive and fast-paced environments, he combines strategic vision and creative...

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Christinia Sardam, FPQP

Operations Manager and Registered Paraplanner


Christinia Sardam is a highly experienced financial professional with the Financial Paraplanner Qualified Professional(TM) designation from the College for Financial Planning. She has over 10 years in the business. Christinia will be...

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Mika Gaxiola

Client Services Intern

(800) 584-3652

Mika Gaxiola is currently a Junior attending the Berklee College of Music in Boston studying music production. She is a talented vocalist and creator of the TechGirl Financial podcast theme song.

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Nano SuperDog

Office Dog

Nano SuperDog joined the TechGirl Financial team in 2018 and helps with client relations and overall good vibes.

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For more information about our firm and the services we offer, send us a quick email or call the office. We also invite you to book an initial consultation via Zoom. We would welcome the opportunity to speak with you. | 800-584-3652

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How Much Do You Know About Investing?

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