A financial advisor with a unique holistic perspective.

 

 

 

As a Marin financial advisor with a unique holistic approach, Wealth Plus specializes in financial advice for women and young professionals, socially responsible investing, and helping people create a healthy relationship with money.


Our proven, time-tested model has helped hundreds of Wealth Plus clients achieve financial peace of mind. We partner with you to:

  • Develop personalized strategies designed to meet your objectives
  • Implement the combination of risk level, savings and growth that are right for you
  • Integrate your personal and business finances
  • Address the emotional aspects of money
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Holistic financial services

We offer many specialized services and a time-tested financial model that’s weathered market ups and downs. 

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Financial advice for women

Our team is uniquely qualified to support women in their pursuit of financial freedom and to help with life transitions.

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Financial advice for young professionals

Discover why putting a plan in place now is key and how we approach building a long-term relationship.

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Committed and collaborative

Alexandra Cock, JD, CLP, has been a successful financial advisor for over 20 years and has 28 years of experience in tax law.

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Blog

Dan Walters, “Could California be seeing an onset of a New Recession?”

by Rachel Li on Aug 7, 2018

Twice each year, once in January and again in May, Gov. Jerry Brown warns Californians that the economic prosperity their state has enjoyed in recent years won’t last forever.

Brown attaches his admonishments to the budgets he proposes to the Legislature – the initial one in January and a revised version four months later.

Brown’s latest, issued in May, cited uncertainty about turmoil in the national government, urged legislature to “plan for and save for tougher budget times ahead,” and added: “By the time the budget is enacted in June, the economy will have finished its eighth year of expansion – only two years shorter than the longest recovery since World War II. A recession at some point is inevitable.”

A new report from the federal Bureau of Economic Analysis, however, hints that the downturn already may have started.

The bureau releases state-by-state economic data each quarter, and its reports for the first and second quarters of 2017 are not good news for California.

Last year was a very good one for the state’ economy. The 3.3 percent gain in economic output in 2016 was more than double that of the nation and one of the highest of any state.

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With a Tax Deductions Gone, Parents look to Home Equity as a way to Pay for College

by Rachel Li on Aug 7, 2018

For parents facing the prospect of six-figure college bills, every bit of savings and every last tax break helps. As many Americans digested the details of the new tax law, it was natural to lament the end of deductions for interest people pay on home equity loans. After all, if you don’t have savings but have been paying down your mortgage, it’s awfully tempting to borrow against your house to pay for college. Many colleges seem to count on this. In fact, scores of the more expensive private ones ask about home equity during the financial aid process.

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New Tax scam and how to Deal with it

by Rachel Li on Aug 7, 2018

If you weren’t expecting an income tax refund from the IRS in your bank account, don’t be quick to celebrate – You might be a target for a clever scam. Some of this fraud is coming and shows up from professional tax preparers who use details to file fake tax returns for refunds sometimes as large as $20,000. sent electronically with plans to collect it later. The IRS has been issuing warnings. Here are some answers to questions on how to deal with this.

Q: What if a tax refund is deposited in my account?

A: “If it seems too good to be true, it probably is.” Lemons said. Don’t forward or spend the money. If the refund arrived as direct deposit, contact your bank and have the funds returned to the IRS, customers may want their accounts closed. Call the IRS to explain why the money has been sent back, notify your tax preparer and file a complaint with the Federal Trade Commission.

Q: What questions about security procedures should I have for my tax preparer?

A: It’s important for Tax preparers to use encrypted email – standard mail is not secure enough and never used for sensitive financial information.

 

SF Chronicle Sunday Feb 25, 2018 Business section D2

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