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For optimal site interaction, please turn javascript on in your browser. For Firefox, go to Tools › Options › Content. For Internet Explorer, go to Tools › Internet Options › Security › Internet › Custom Level › Enable Active Scripting.Otherwise, please visit our sitemap for easier navigation.866.966.9291:Contact Us:Schwab Alliance:Private Client FoldersFee-Only Investments & Financial PlanningOur Certified Financial Planners build investment portfoliosthat serve your life goalsHomeAbout UsWho We ServeWhy Choose ICMOur Fiduciary OathOur PlannersJulie Schatz, CFP®Jennifer Cray, CFP®Our TeamServices Financial Planning Investment Management Investment Philosophy Schedule of Fees Disclosures MoneyMinutes Client Solutions Our team of dedicated, fee-only financial planners has a passion for providing advice to help individuals and families build secure financial futures and pursue their passions. We understand that achieving goals requires discipline and balance. As your financial partner, we combine personalized financial planning with smart asset management to create your plan. This allows you to focus on the things you love while building your financial confidence for moving forward. You don’t have to be born wealthy to build a secure life. Clear, independent and objective advice from a fee-only advisor can help you make the small actions over time that can make a huge difference to your financial health. To Get Started contactus@feesonly.com Our Services Financial Planning Investment Management Investment Philosophy Schedule of Fees Disclosures Financial Planning Ideas What Can I Learn from Looking Back on My Financial Situation in 2017? What Financial Resolutions Should I Consider Making as I Look Ahead to 2018? How Much Risk Can You Take? Questions to Ask Before Buying That Thing You’ve Always Wanted Read MoneyMinutes › Home Contact Us Links & Resources Private Client Folders Schwab Alliance NAPFA DFA FPA About Us Our Planners Julie Schatz, CFP® Jennifer Cray, CFP® Our Team Who We Serve Why Choose ICM Our Fiduciary Oath Services Financial Planning Investment Management Investment Philosophy Schedule of Fees Disclosures News & Articles MoneyMinutes Contact Information Investor’s Capital Management, LLC 1100 Alma Street, Suite 200 Menlo Park, CA 94025 T: 866.966.9291 F: 650.472.8924 contactus@feesonly.com Site created by Take Flight Graphics Investor’s Capital Management, LLC 1100 Alma Street, Suite 200, Menlo Park, CA 94025 T: 866.966.9291 | F: 650.472.8924 contactus@feesonly.com
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