BALLAST POINT FINANCIAL PLANNING

Shawn was very knowledgeable and prepared when he worked with me on my financial assessment. I was already pretty knowledgeable about personal finances and investing going into our meeting, yet I found myself learning a lot of new information from Shawn to help guide me in making smarter financial decisions. He even showed me all the latest thought leadership in finance which he uses to create his recommendations which left me feeling very confident in the advice that he was providing.

Shawn was so great to work with! As a finance beginner, I was nervous about the process of better understanding my finances and planning for the future. Shawn was patient and explained things in a way that made me feel confident. Highly recommend if you are looking for someone well informed and personable.

Shawn and Drew from Ballast point have been amazing in helping us realize how to organize our finances to fit our life's needs. We were able prioritize our goals and make our money work towards them. I'm really glad that we chose Ballast point.