Tamarind Financial Planning

Tamarind Financial Planning is a small, privately held financial planning firm based in Foster City, California. With three employees, the company generates approximately $2.5 million in annual revenue. Tamarind Financial Planning specializes in holistic financial life planning services, tailored to each client's individual values, priorities, and aspirations. They help clients define their unique vision of a "rich life" and create a roadmap to achieve their financial goals and life dreams. Their services also include investment management, utilizing a proven Asset Class Investing philosophy grounded in financial science and real-world results. This approach aims to help clients achieve a variety of financial dreams, such as early retirement, philanthropic legacies, or providing financial support to future generations. Tamarind Financial Planning differentiates itself through its individualized process, emphasizing a deep understanding of each client's circumstances and aspirations. Their approach incorporates insights from behavioral finance experts and leading academics, ensuring a comprehensive and personalized financial planning experience. For more information about Tamarind Financial Planning and their services, please visit their website at tamarindfinancial.com.