Our Process

At Yerba Buena Financial Partners, we believe in having a systematic process for creating accurate, useful, and evolving wealth plans. Imagine a financial planning process where there was a closely controlled method used to understand your value system, gather your information, input and analyze your special circumstances, illustrate custom options, and finally stress test your financial plan.

The YBFP team of knowledgeable professionals will lead you through organizing, managing, and implementing your unique wealth plan. Our proprietary systemized multi- faceted planning approach provides a disciplined investment process and risk management that sets us apart from many other financial advisors.