Financial Planning is a defining service, led by Matthew Tarantino. West Coast Wealth Advisors' custom financial plans address a breadth of considerations about clients’ financial futures. These range from income and cash flow analysis, college savings and retirement, to lifestyle choices and legacy planning. West Coast Wealth Advisors collaborates with the client’s attorney, CPA and other advisors in ensuring that the financial planning process is complete and client‑centered.

A well-grounded financial plan is essential for anyone who wishes to address specific financial objectives. Whether it be the idea of owning your home (sooner, rather than later!), making sure your children’s education is well funded, or ensuring a smooth and confident retirement; all of these seemingly disparate components come together under a unified financial plan.

The scope of an effective financial plan should therefore cover key aspects such as Saving, Budgeting, Investing, Tax planning, Insurance planning, Retirement planning, Estate planning, and much more.