Clear Plans for Real Lives / Family Centered Office
Family Centered Office
We strive to be highly responsive whenever you reach out.
When specialized advice is needed, we can connect you with experienced professionals from our network built over 25 years.
Our goal is to deliver the coordination & discretion often associated with family offices, which wealthy families often create to manage their finances, investments & personal affairs. We also provide access to an encrypted digital vault where you can securely upload & retrieve important documents.
Clear Plans for Real Lives
Tax Strategies
We are not your CPA. But we look at your full financial picture to suggest new strategies to your CPA as they work to cut your taxes.
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Wealth Protection
We help protect the wealth you worked years to build, from risks tied to young drivers, rental properties, unexpected estate taxes or illiquid assets.
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4-Step Process
There are four simple steps in our planning process. We listen, review your documents, build a clear plan, and meet with you every 90 days to keep you on track.
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What Clients Say
“Simon Hobbs is exceptionally responsive. I can ask anything and not be treated as if I am stupid. But most important, Simon LISTENS to me!”
Real Estate Agent, Age 64 · Palm Springs · 06/26/2025
Each statement under ‘What Clients Say’ is a testimonial by a client of the financial professional, on dates shown in each case. The client has not been paid nor received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
The Kitchen Table Guide
A free guide with 12 talks about money, wishes and the people you love, plus a worksheet for each. Built for every kind of family, chosen family included.
Talk With Simon · simon@calfp.com
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