Planning beyond
the numbers.

Financial planning like you've always imagined.

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Too often financial planning goes sideways.

They ask money questions instead of life questions. They seek to explain instead of inquire. They want to apply "rules of thumbs" instead of factoring your subtle nuances. They see your finances in silos instead of recognizing the inter-dependence.

Amara is different.

$1,882.00
$521,654.52
$2,098,678.34
$2,110.10
$19,012.00
$958.00

We are an independent
and caring firm
that goes
beyond the
numbers.

Because you cannot base a financial plan on numbers alone.

10

897

100,098

6,000

764

107

456,098

5

90,987

450

Things like retirement calculators, investment models, and estate plans are just tools.

They work best when they are engineered for

You.

That's why we take the time to understand your vision.

What's important to you and why?

What do you enjoy?

What are your goals?

What relationships are meaningful?

Explore Amara, financial planning
as it should be

Learn more
415.319.1071Planning@AmaraFinancial.com580 California Street
12th Floor
San Francisco, CA, 94104