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Planning Videos

Planning comes first

The awesome power of your personal financial plan

A great plan gives you invigorating clarity. It also creates the context for your investment strategy. All seven members of our planning team are Certified Financial Planners™. They all contribute directly or indirectly to your plan.

In this video series, Private Ocean principals Chip Pyfer and Sarah Wotherspoon share lessons they’ve learned helping clients define and realize their dreams.