Financial Advising in Milpitas, CA

“tl;dr: I have been working with Christine for over a year, and in that time she has helped me feel comfortable with finance for the first time in my life and increase my net worth by over $100k.If you are looking for someone to take you from financial chaos to order, predictability, and to develop or increase your financial literacy, Christine is your coach!I approached Christine after I separated from my partner who used to handle all our finances. At the time, I got very triggered and emotional even talking about finances or money or budgeting.Christine helped me develop a baseline of financial literacy and understanding, and build up from where I was to now where I have several different savings and investment vehicles, and a way for me to track my expenses.During our time together, I would find things that were triggering or hard for me, then take those to my therapist to work through all the emotional baggage, then come back to Christine to help me move forward practically. She was very patient with me in this process, and as a result of per patience and consistency, all of her coaching has stuck with me and been deeply integrated into the rhythms of my life.Christine has been very open to me finding ways to think about finances that work for me and my ADHD brain as well as fears around finances. Rather than using a huge spreadsheet for all my monthly expenses, she worked with me to average out all my expenses and then set up different accounts that represent buckets for me - this way I am always within my budget without the arduous and impossible tracking. When I was scared of investing, she helped me to find books that explained all the systems so I felt more knowledgable and resourced in moving forward.Now that we have things on track, I still meet with Christine every quarter for a tune up and check-in, and I always appreciate her coaching and well-timed reality-checks”

“SJ Accounting Consulting, Inc is my regular go to service for doing my taxes and I absolutely love this firm. They are super punctual and always on time in filing taxes. They are very clear in their instructions on what is needed, and once I provide all documents, the taxes are done seamlessly without any follow ups. This place is such a respite, especially after dealing with so many unprofessional tax guys in the bay area. Thank you Sean and team!”

“Amazing customer service. I have been coming to this establishment for several years now. Even when I decided to not file through them for a few years they were so welcoming when I returned. They still remembered me and that's a great feeling as a customer. Lan and the crew truly has the compassion to ensure their customers benefit all they can during tax season.I recommend”

“Prestige mobile home repair did a excellent job, fixing holes in the floors replacing old rugs and replacing with panels. It looks great and feels good. Tony Boss was so kind and his workers were really efficient and respectful. Would highly recommend them for mobile home repairs.Linda Quinones Fremont”