History
Lula Financial is not your traditional financial advising firm. Our end goal is to get you to fire us. We believe that financial planning can be taught and that most people do not need to work with a financial advisor for their entire life. We help you manage your finances but we also equip you with the tools to manage your finances on your own.
Specialties
Financial planning for people who hate financial planning. We are fiduciaries and fee-only. We help our clients with: Retirement Planning, Home Buying, RSUs/Stock Options. Student Loan Debt, Credit Card Debt, Life Insurance.