FRUITION ADVISORS LLC

Alison is smart, calm, and knowledgeable and asks good questions to understand where you are currently as well as your short-term and long-term goals and objectives. She helped us navigate a clear path through what has always felt like slog to me. She helped us analyze our various investment vehicles and calculate scenarios for retirement. She listened to us and outlined strategies that align with our values and priorities. Alison guided us through talking about things that we don't often think about in a way that was both caring and practical, and explained the changes we could make to retirement accounts and insurance to give us better peace of mind. She is detail-oriented, informative, and keeps the client's big picture in mind.

Fruition Advisors is a welcome refuge from all the companies out there who want to sell you financial products and services of dubious value. I trust Alison with my financial affairs 100%. She is transparent and honest and once you talk with her you know she has your best interests at heart. My main concern in the last few years has been to save for a down payment on a house in the East Bay, and she helped me make a plan to accomplish this. She has also advised my husband and I on a wide range of issues including budgeting, debt management, college savings options for our two young children, employee benefits choices, retirement, and estate planning for my elderly parents. No financial question is out of her reach!

Alison has been helping us with our finances for the past three years. I definitely recommend her to anyone looking to get their finances in order. She takes a 360-degree view and assesses your income, monthly spending, savings, investments, and short and long-term plans, including estate planning. She offers her expertise and makes sure you understand and are comfortable with all decisions before moving forward. Alison is a great communicator, very responsive, and extremely organized. We are so happy to work with her!