228 Hamilton Avenue
Suite 300
Palo Alto, CA 94301

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Robert M. Cheney, CFA, CFP®

650.233.9122

 

Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

 
 
Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

 

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Surprises

Making the most of surprises is a great reason to work with us.

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