We work with young-to-mid-career professionals with equity comp who want forward-looking tax advice.
We provide comprehensive financial planning, tax preparation, and investment management all under one roof.
How can we help you?
Hi! We are Ballast Point Financial Planning, an independent fee-only practice dedicated to helping you set and achieve your financial goals.
We have found it extremely difficult to find qualified tax professionals to help us with our tax returns. Even harder is finding a tax expert who is forward-looking. We knew there was a better solution. So we went out and created it.
Further, we will work as your guide to get you on a path towards financial independence (AKA time freedom).
We are always a fiduciary to you and your goals. Period.
Many clients find it extremely attractive to have their financial planning, tax planning and preparation, and investment management all under one roof.
We were founded by Shawn Tydlaska, CFP®, MBA in 2016 who had a vision to use personal finance as a tool for empowerment.
Our clients work at companies such as:
How it all began
Ballast Point Financial Planning was established in 2016. Watch this video to learn our backstory and how we can help you.
Investopedia Top 100 Advisor 2023
The Top 100 list does not signify an endorsement or testimonial on behalf of Investopedia. The criteria for the award is based on reach, commitment to financial literacy, and community support. To find out more regarding the methodology, click here.
