South Bay Financial Partners

We were featured in the New York Times! "The coronavirus has upended countless jobs, schools and bank accounts. But while undoubtedly more people are struggling than not, those who are still working may have seen their expenses actually drop due to canceled travel, limited dining options and more time at home. If you've managed to end up with extra money during the pandemic, here's how to take advantage of those savings."... Read more in If Doing Less Means Saving More, Try These 5 Money Moves >> https://www.nytimes.com//ap-nerdwallet-covid-money-moves.h

Our office hours are starting soon! We've received quite a few questions about buying a home so we'll be starting with those. Please feel free to drop by and ask your questions - we'll be there to answer them!

Friends, with everything going on in the world, we're offering a special invitation to join our private community, Your Amazing Financial Life, for FREE. This is a safe, private network to ask your financial questions during this ever-changing time. The goal of our community hasn't changed, we strive to help you live your AMAZING life, whatever that means to YOU. We’re inviting you to join the group for a FREE SIX month period to get through all of this - together. (And if yo...u’re a college student, we’re inviting you to join for free through your college career!) No payment necessary to join - so come join us! https://yafl.southbayfinancialpartners.com/ A little more about the community - Okay! We are bringing together passionate young adults just like yourself and helping them master the intimidating world of money, simplify confusing financial decisions, and manage their expenses all while hanging out with fun, like-minded people working towards one common goal (the best goal in our opinion): living an AMAZING life. We help all of our members set an intention for their financial life, define what financial independence means to them, and in one year they will have reached at least one of their goal(s) that we set together! Pretty neat, right? This tangible goal could be - Spending less than you make by X Creating an emergency fund by X Reducing debt by X Increasing savings by X Making first investment by X Saving X for your big goals (travel, big purchase, etc.) What you can expect to find in Your Amazing Financial Life - Access to the SBFP team's advice, guidance, and support Monthly topics (with conversations, learning, and planning) Monthly Q&A video calls with the team Monthly wine and cheese events! Special access to courses, challenges, office hours, and events Book club Personalized ADVICE from us and STORIES from others that can’t be found anywhere else And so much more! How much does it cost? After the six months, you'll get to stay at a special low price of 9.99/month for LIFE. Our mission is to provide financial advice and information to as many people as possible, at as low of a price as possible, and we’ve finally found the best place to do it. We do hope you’ll join us over there! >> It's time you start living Your Amazing Financial Life!! Come try it out for free https://yafl.southbayfinancialpartners.com/! <<

Our President, Tara Unverzagt, recently shared her advice in CNN's article, Here's What You Should be doing with Your 401(k). With everything going on in the world today, checking in on your retirement funds may not have been one of your top priorities lately. Now is a good time to reassess your risk tolerance, contribution levels, allocation and, for those who are no longer working at the company sponsoring their 401(k), to think about next steps for your retirement savings. Read more here: https://www.cnn.com//401k-retirement-savings-ma/index.html

T-minus two hours until our book club discussion, and you're invited! And the best part? We are honored that Author Dr. Sarah Stanley Fallaw will be joining us for our upcoming discussion about her book, The Next Millionaire Next Door. This is a one time opportunity that you absolutely do not want to miss out on! Our book club is one of the many events happening over in our private online community, Your Amazing Financial Life (your-amazing-life.mn.co). With everything goin...g on, and with our special guest, we wanted to open up this book club to our entire community to open up a discussion about money, saving and how to become the next millionaire next door. Book Club Details - When: TODAY Thursday, July 2nd 4 PM PT | 7 PM ET Where: https://zoom.us/j/93880505864 Book: The Next Millionaire Next Door by Dr. Sarah Stanley Fallaw and Dr. Thomas J. Stanley. We love this book because it provides data-backed insights and focuses on the behaviors that are needed to become wealthy today, including: - Understanding how those around you influence your financial behaviors - Identifying and developing your own behaviors that are conducive to building wealth - Finding opportunities that allow for both economic and lifestyle-related freedom Make sure to take note of topics you'd like to discuss and questions you'd like to ask Sarah. We cannot wait to see you July 2nd! _________________ #mightynetwork #finance #financeblogger #savvybusinessowner #money #collegestudent #moneymindset #personalfinance #millennials #financialquestions #strongertogether #ynabcommunity #successhabits #bookclub #bookstagram #bookofthemonth #debtfreecommunity #financialfreedom #financialadvisor #sbfp #southbayfinancialpartners #budgeting #socal #california #library #audiobooks #themillionairenextdoor #SarahStanleyFallaw #datapoints

"In most cases, a 7 figure net worth begins with the first dollar saved, and then another and another. A pattern of consistent behaviors overtime versus a fleeting season of financial prudence," says Dr. Sarah Stanley Fallaw in her book, The Next Millionaire Next Door, which happens to be our current book club read! Not only is our next book club discussion quickly approaching, but we have a HUGE ANNOUNCEMENT! We are honored that Author Dr. Sarah Stanley Fallaw will be joinin...g us for our upcoming discussion. This is a one time opportunity that you absolutely do not want to miss out on! Our book club is one of the many events happening over in our private online community, Your Amazing Financial Life (your-amazing-life.mn.co). With everything going on, and with our special guest, we wanted to open up this book club to our entire community to open up a discussion about money, saving and how to become the next millionaire next door. Book Club Details - When: Thursday, July 2nd 4 PM PT | 7 PM ET Where: https://zoom.us/j/93880505864 Book: The Next Millionaire Next Door by Dr. Sarah Stanley Fallaw and Dr. Thomas J. Stanley. We love this book because it provides data-backed insights and focuses on the behaviors that are needed to become wealthy today, including: - Understanding how those around you influence your financial behaviors - Identifying and developing your own behaviors that are conducive to building wealth - Finding opportunities that allow for both economic and lifestyle-related freedom Make sure to take note of topics you'd like to discuss and questions you'd like to ask Sarah. We cannot wait to see you July 2nd! _________________ #mightynetwork #finance #financeblogger #savvybusinessowner #money #collegestudent #moneymindset #personalfinance #millennials #financialquestions #strongertogether #ynabcommunity #successhabits #bookclub #bookstagram #bookofthemonth #debtfreecommunity #financialfreedom #financialadvisor #sbfp #southbayfinancialpartners #budgeting #socal #california #library #audiobooks #themillionairenextdoor #SarahStanleyFallaw #datapoints