Collaborative Resources

When it comes to the real world challenges of our financial lives, some problems are simply too complex to be solved with information. They still require the guidance of an experienced team of professionals to navigate a set of strategies.

We build a comprehensive wealth plan, often consulting with our network of estate planning and business attorneys, CPAs, and real estate experts. These collaborative relationships enhance the quality and precision of our wealth planning. As a team, we address your portfolio, help minimize taxes, and structure retirement income adjusted for inflation. From a risk management perspective, we analyze your pension income, insurance coverages, and help you plan your estate.


Isabelle Finney

Isabelle Finney

Philanthropy Consultant
  • As a Philanthropy Consultant, Isabelle spent the first 20 years of her career in finance with Fortune 500 multi-nationals based in South Africa, United Kingdom, Belgium and the USA. Her mission is to help more people live lives of generosity, purpose and meaning. As an experienced philanthropy consultant, she advises individuals, foundations and companies on budgeting and smart giving that is tied to the legacy they wish to create.

    Isabelle works collaboratively with our team as a Philanthropy consultant and budget expert. She motivates couples and individuals to make smart financial and behavioral choices that will help them achieve foundational goals. She is extraordinarily gifted at helping her clients understand and implement even the tightest of budgets.

    Isabelle earned her Bachelor’s degree in Commerce, and her Master’s degree in Management Accounting from the University of Natal in South Africa. She is also a Chartered Management Accountant (CIMA – U.K. certified), and holds a certificate in Philanthropy from the Harvard Business School. Isabelle lives in Marin County and is happily married to her husband Denis, with whom she parents two active teenage boys. She is an avid hiker, traveler and entertainer.