Skyline Financial Advisors

Leslie is wonderful to work with. She’s in total control of the process – sending pre-​work to complete before we met and homework between meetings. She’s also incredibly knowledgeable and thoughtful. Whether talking through big-​picture thinking about our financial future (what age would you like to stop working, the benefits of disability coverage, etc) or technical strategies we can implement right now (such as: should I start a Solo 401K or a SEP IRA for my small business to create a mechanism for additional retirement savings), she provides a wealth information and perspective without ever pushing a particular decision on you.
Just as important, she’s friendly and calm, and creates a safe environment to discuss even the prickliest of financial matters. And what’s more, she does all this no matter where you are (We’re 2,000 miles from San Francisco).
Skyline Financial Advisors gets my highest recommendation! Financial planning isn’t fun, but it’s important, and Leslie helped us get our financial house in order while minimizing pain and frustration.

Best Friend is a numbers guru. Besides being the Director of Financial Aid at a top business school, he has spreadsheet upon spreadsheet of budgets and projections and all the boring, I mean IMPORTANT, stuff.
I asked him recently about one of his favorite financial blogs.
«I don’t need to read that anymore, I’ve got a Mallman​.»
WE LOVE OUR MALLMAN!
Aka our Financial Planner.
We had a Hangouts call with her last night and it was THE most informative, fun, easy to understand, thought-​out conversation I’ve ever had about finances. Who says financial conversations are FUN???
Anyone who’d use our stupid #petaya hastag on the cover of our very serious Financial Plan is someone I want to work with.
Anyone who’d share with potential clients her dedicated volunteerism, her journey as a caregiver for her terminally-​ill mother, and a silly photo of herself accompanied by a terrible pun is someone I want to work with.
Leslie is the best combination of skills and smarts, down to earthness and honesty, fun and kind-​heartedness.
Her credentials:
— MBA from University of Chicago Booth Business School
— CFP® designation (recognized as the highest standard in the industry)
— years of working at financial advising firms before going out on her own
— went to a preschool called ‘Cornflakes’ (I mean, c’mon!)
Would you like assistance in any of the below areas?
— Determine your financial goals
— Create a budget designed to help you reach your goals
— Invest your savings in order to achieve your goals
— Plan for retirement, college savings for children, or financial independence
— Review of employee benefits to ensure you are maximizing what is available to you
— Assess how much to spend on a new home
— Combine finances with your partner, taking into account your thoughts on your current and future earnings and savings
— Assessment of current insurance coverage compared to full insurance needs
— Discuss the need for wills and living wills
— Build an emergency fund
— Socially responsible investing
Contact Leslie of Skyline Financial Advisers.
She will get you on track and make you feel like an adult.
EVERYONE NEEDS A MALLMAN!