MainStreet Financial Planning Inc. provides comprehensive financial planning and income tax planning and preparation services for busy families in California.
MainStreet Financial Planning Inc. is a registered investment adviser offering comprehensive financial planning, income tax planning and preparation services. The firm helps busy families make smart financial decisions with a Money Roadmap program that covers cash flow, insurance coverage, retirement planning, education savings, debt repayment, and investing.
The firm is registered in California, Maryland, Virginia, District of Columbia, New York and other jurisdictions.
Fee-only financial planning (no product sales)
No sale of financial products or investment management
Money Roadmap interactive online portal
Services available in multiple states
Services
Money Roadmap Navigator
Comprehensive financial plan with ongoing, long-term guidance to help clients stay on track and reach their goals.
Ongoing guidance and feedback as financial plans shift to achieve goals over time.
Two scheduled online meetings per yearWebinarsWeekly newslettersAdvisor hotline
Tax Planning & Preparation
Effective tax preparation and planning to minimize future tax liability, offered in conjunction with Money Roadmap clients.
Federal tax preparationState tax preparationStrategic tax planningStock options and equity compensation planning
Financial Wellness Education Workshops
One-hour learning events designed to increase employee financial literacy for employers.
Online or in-person deliveryCustomizable topicsRecording and materials provided
Credentials & Certifications
Registered Investment Adviser
CFP (Certified Financial Planner)
EA (Enrolled Agent)
Reviews
Rating
5
★★★★★
Reviews
9
"Anna and her team have been wonderful to work with."
Frequently Asked Questions
What services does MainStreet Financial Planning offer? +
MainStreet offers comprehensive financial planning through its Money Roadmap program, Navigation Support for ongoing guidance, and tax planning and preparation services for active clients.
How does the Money Roadmap work? +
The Money Roadmap is a comprehensive financial plan that covers cash flow, insurance coverage, retirement planning, education savings, debt repayment, and investing. It is designed to be interactive with an online portal and includes quarterly check-ins.
What is Navigation Support? +
Navigation Support is an ongoing service for clients with existing Money Roadmaps, providing regular check-ins, webinars, and advisor access to help keep financial plans on track.
Do you offer virtual/online services? +
Yes, workshops and planning sessions can be conducted online or in-person.
What areas do you serve? +
MainStreet Financial Planning is registered to offer advisory services in California, Maryland, Virginia, District of Columbia, New York, Florida, Nevada, and other jurisdictions where exempted.
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