Company Performance Metrics
Ruby Pebble Financial Planning provides fee-only financial planning and optional investment management for individuals and couples with non-traditional financial goals. The firm starts every engagement with an initial comprehensive financial plan that covers cash flow, investments, stock compensation, insurance, taxes, education funding, and major
life transitions. It then offers ongoing financial planning that includes periodic meetings, email and text support, tax planning analysis, benefits reviews, and portfolio management aligned with client goals and risk tolerance. Ruby Pebble Financial Planning focuses on clients in their working years who often seek early retirement, maintain separate finances as partners, manage employer equity, or plan for lifestyle changes. The firm delivers its services virtually and uses financial planning software to collaborate with clients on their financial strategies.
