Contact

info@ouifinancial.com

Tel: (415) 574-0662​

855 Lincoln Way

San Francisco, 94122

California

Hours:

Monday through Friday:

9 am to 12 pm and 2 pm to 8 pm

Saturday: 9 am to 12 pm

By appointment only

Other hours, contact me

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Financial Planning

We do not sell financial products.

Our ultimate goal is to empower you to make the right decisions with your money.

We can help you with the following services:

services

The first session 

FREE

  - Book Now -  

We ensure that you are using all possible tools to reduce your taxes.

We help you with your projects in France or the US through our selected partners.

We answer your questions about managing bank accounts in France.

If you have more than 5 million dollars in assets, we offer you specific investment or philanthropy strategies in the US and/or France to optimize your assets.

We help you understand and make the best decisions.

By, default, we invest in socially responsible funds.

We guide you to protect your assets.

We help you improve your Credit Score.

We help you prepare your retirement in the US or France.

We help you plan for the future education of your children, in the US or in France.

We coordinate parties to optimize the transmission of your assets

We give you the support to create and optimize your budget.

pricing

Introduction

Session

FREE

Individual

Session

$300

Subscription

$250/month

Unlimited sessions.

$200,000+ invested

Unlimited sessions.