Hello World!

March 15th, 2022


We’re Officially Open for Business

Hi, we’re Third Line Financial Planning. We’re a modern advisory firm focused on entrepreneurs, freelancers, and small business owners.

Why the name Third Line? It’s simple: we’re focused on your bottom line.

In accounting, the third line is the bottom line. It’s your income minus expenses. Your assets minus liabilities.


Who We Work With

We work a variety of individuals and families.

•Small Business Owners seeking to grow your business, optimize tax savings, and invest for your future.
•Independent Freelancers wanting to increase earnings, fund retirement accounts, and manage cash flow.
•Financially Independent Professionals looking to take a sabbatical or start your own business.


What We Offer

Our goal is to help simplify your finances, so you can go out and live life without any stress about money.

We don’t believe in one-size-its-all offerings—everything we do is custom tailored to your specific needs. Additionally, all client portfolios are made up of low-cost ETFs (Exchange Traded Funds) and we never use loads.

Comprehensive Financial Planning for a flat fee depending on complexity.
Investment Management using exchange traded funds (ETFs)



Why Work With Us?

We’re a Registered Investment Advisor acting as a fiduciary by always putting your needs first.

And we believe personal finance is more personal than it is finance. We’re guided by our core tenets:

Trust: The cornerstone of our relationship is built on trust—our word is our bond.
Teamwork: We believe financial planning is a two-way street and best practiced together.
Transparency: Our fees are listed right here. There are no hidden fees and we never receive commissions.


Let’s Talk

Let’s see if we’re a fit for your specific needs and goals. Use the contact form here.


Third Line Financial Planning (“TLFP”) is a registered investment adviser in the State of California. The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment-making decision.

Past performance is not an indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security.

The information on this site is provided “as is” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Third Line Financial Planning disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.