About Golden State Planner
Clear planning guidance for Californians choosing a planner.
About
About Golden State Planner
Golden State Planner is an independent editorial desk. It covers cash flow, debt strategy, and insurance basics, written for households actively shopping for a planner, DIYers deciding if they need help, and recently relocated professionals. Clear planning guidance for Californians choosing a planner. Guides state their assumptions, calculators run in your browser, and disclosures stay visible wherever regulated topics appear. Optional advisory conversations are always clearly separated from the reading experience, and nothing on the site is personalized financial advice.
- Built for households actively shopping for a planner, DIYers deciding if they need help, and recently relocated professionals.
- Core coverage: cash flow, debt strategy, and insurance basics.
- Free calculators that state their assumptions and run entirely in your browser.
- Education first — disclosures appear wherever regulated topics are discussed.
FAQ
Common questions
What is Golden State Planner?
Golden State Planner publishes general financial education and free calculators for Californians, and can introduce you to a licensed advisor who works with California residents.
Is this personalized investment advice?
No. Materials are general education and illustration. Decisions involving securities, taxes, or planning should involve your own licensed professionals.
How does matching work?
You tell us about your household and we check in with you. Then we introduce a licensed advisor who works with California residents. Talking further is up to you.
Does it cost anything to ask?
No. Being matched is free for you. Any fee for an advisor's services is agreed between you and that advisor, who gives you their own disclosures first.
Find an advisor
Get matched with an advisor who specializes in California residents
Answer a few short questions. We review your answers, contact you to confirm what you need, and match you with a licensed financial advisor who specializes in California residents.
- Tell us about your household. Ranges are fine.
- We read your answers and check in with you.
- We introduce a licensed advisor who works with California residents.
This website is an educational publisher. It does not give personalized advice, recommend securities or manage money. Asking to be matched does not create an advisory relationship: any relationship is between you and the advisor, who will give you their own disclosures before you decide anything. Licensed financial advisors join our network to receive introductions and may pay us for them, through a monthly membership and a fee for each request. The fee does not depend on whether you hire an advisor and is not higher or lower for any particular advisor. Because advisors may pay us, we have a financial interest in the introductions we make. We match you by what you need, and being matched is not a recommendation or rating of any advisor. Nothing here is investment advice.