Business Details
17 Years
experience
Fee-Only Financial Planning Services in Dublin, CA
Megan Rouse Financial Planning was founded in February 2009 by Megan Rouse, a CERTIFIED FINANCIAL PLANNER professional with over a decade of experience in corporate finance. Our firm specializes in providing fee-only financial planning and investment advisory services tailored to individuals, families, and small businesses across California. Megans expertise stems from her academic background in Mathematics and Physics from Smith College, an MBA in Finance from the Haas School of Business, and her completion of the Personal Financial Planning Certificate Program through Kaplan University. We prioritize objective financial advice, empowering clients to understand and achieve their financial goals through personalized strategies.Our services encompass retirement planning, tax planning, estate planning, investment management, and specialized solutions for small businesses. As a registered investment adviser in California, we adhere to strict compliance standards and maintain transparency in all client interactions. Our mission is to democratize access to high-quality financial planning, ensuring every client feels confident in their financial future. With a focus on education and actionable insights, we help clients navigate complex financial decisions with clarity and purpose. We invite you to schedule a no-obligation consultation to explore how our expertise can support your unique needs.
Services
Retirement Planning
Tax Planning
Estate Planning
Investment Planning
Education Planning
Social Security Planning
Insurance Planning
Cash Management
Employee-Benefits Planning
Small Business Retirement Plans
Details
- Year established: 2009
Highlights and features
- We offer fee-only financial planning with no hidden costs or conflicts of interest.
- Our founder is a CERTIFIED FINANCIAL PLANNER with over 15 years of corporate finance experience.
- We provide personalized strategies tailored to each client's unique life goals.
- Our expertise spans retirement, tax, and estate planning for comprehensive solutions.
- We prioritize client education to empower informed financial decision-making.
Associations and certifications
- CERTIFIED FINANCIAL PLANNER Board of Standards
- Registered Investment Adviser (California)
Services
Retirement Planning
We develop customized retirement plans to ensure financial security in later years. Our approach considers income sources, tax implications, and lifestyle goals to create sustainable withdrawal strategies. Clients receive ongoing guidance to adapt plans as life circumstances evolve.
Tax Planning
Our tax planning services identify legal strategies to minimize tax liabilities across investment, retirement, and estate plans. We coordinate with accountants to implement tax-efficient investment vehicles and timing strategies for income and capital gains.
Estate Planning
We help clients preserve and transfer wealth through wills, trusts, and beneficiary designations. Our plans address probate avoidance, tax efficiency, and guardianship arrangements while aligning with long-term family objectives.
Investment Planning
We create diversified investment portfolios aligned with risk tolerance and financial goals. Our evidence-based approach emphasizes cost-effective asset allocation and regular rebalancing to maintain strategic targets.
Education Planning
We design education funding strategies using 529 plans and other vehicles to balance college savings with retirement priorities. Our plans incorporate financial aid optimization and tax-advantaged savings techniques.
People
Megan Rouse
Founder, CERTIFIED FINANCIAL PLANNER
Megan Rouse established her firm in 2009 after 12 years in corporate finance at Wall Street firms. She holds an MBA in Finance from UC Berkeley's Haas School and a B.A. in Mathematics from Smith College. Megan specializes in helping clients achieve financial clarity through evidence-based planning.
Questions
What services do you offer?
We provide comprehensive financial planning including retirement, tax, estate, and investment planning, along with education funding and small business retirement solutions for California residents.
Are you a fee-only financial advisor?
Yes, we operate as a fee-only fiduciary with no commissions or product sales, ensuring unbiased recommendations aligned solely with client interests.
How are you different from other advisors?
Our focus on fee-only planning, combined with Megan's corporate finance background and CFP certification, provides unique expertise in translating complex financial concepts into actionable strategies.
Do you work with clients outside California?
As a registered investment adviser in California, we currently serve only California residents due to regulatory restrictions on interstate solicitation.
