Lula Financial is a San Francisco-based financial planning firm that caters to individuals and couples who dislike the idea of financial planning. They offer a range of services, including retirement planning, budgeting, home buying, tax guidance, and more, with transparent pricing and a fiduciary approach.
With a step-by-step approach, Lula Financial helps clients assess their current financial situation, determine their goals, and create a personalized plan to achieve them. By following their plan, clients can secure their financial future, while those who neglect it may face a less favorable outcome.
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