Willow Creek Wealth Management

We provide investment solutions. Our investment advisory and asset management services cover many types of investments including real estate, stocks, bonds, mutual funds, business opportunities, certificates of deposit, municipal and U.S. government securities, general and limited partnerships. Our asset allocation portfolios vary with each situation and type of investor. We make our asset allocation recommendations based on individual objectives, current situations, personal risk tolerance, and a general interpretation of the current and future economic situation. However, our focus is on a disciplined approach to asset management using low-cost institutional mutual funds that is based on academically proven research. We provide answers through component or comprehensive personal financial plans, business plans, and financial reviews. We review and update these plans as often as our clients desire. Updates and reviews are performed to reflect changes in our clients' situation or objectives, to reflect changes in the economy or tax laws, and to monitor progress and proactively plan for future events. We provide proactive implementation strategies. To implement financial, legal, investment, or insurance transactions, we often work with our clients' accountants, attorneys, brokers, or other financial professionals. If our client needs outside assistance, we will recommend and coordinate other professionals' or financial institutions' services. In making our suggestions, we take into consideration our client's needs and try to match the client with the services, expertise, personality, and fee structure of the professional or institution.