Because Our Purpose is Helping You Support All You Cherish
We Work to Help You Financially Secure This Support
- First by making present or uncovering what you care about and most desire … or cherish.
- Then we customize our fee-only financial guidance to best support this – now and for years to come. See Financial Planning.
- Also, throughout our work together, we offer information and educational resources to help you understand your finances, investments if applicable, and their interactive impacts on your life, your community and environment.
- Finally, since we care about helping you for the long term, we believe it’s best fulfilled by staying engaged in an ongoing relationship to help you realize and maintain your support for what you most desire and truly cherish.
First, It’s About Your Life, Your Views, Your Concerns…
You’ve worked hard to be self-sufficient now and for the future, but you also care deeply about others: your family, your community, our society, our environment, our world.
To learn more about our typical clients, click here for project clients, click here for guided clients.
Because We Care About Helping You Care Too
Our financial guidance is best suited:
- If you’re concerned about your financial security, especially once you retire, and the future of all you cherish because you want to have a positive impact on those you love and care about, and the larger society.
- If you feel less knowledgeable or inexperienced about financial matters, but you’ll move out of your comfort zone to take financial care of yourself and all you’re concerned about.
- If you want a fee-only engagement that maintains a high standard of care, integrity, professionalism, and fiduciary responsibility. See our Fiduciary Oath.
- If you’re interested in Sustainable Responsible Investing.
- If you have a strong interest in human development, education, wellness and caring, the environment, and improving society to be more economically and racially just and equitable, or work currently or previously in occupations in these areas, usually in the Non-Profit sector.
Why do we care about those who care?
Since we care that our work not only benefits the firm and our clients, but also positively impacts the larger community, we focus on those who also envision and wish to implement financial planning to support both, providing you with purposeful financial clarity.
What is purposeful financial clarity, and how do you achieve it? See Financial Planning Services.
Why start a firm? See From CFP® to Everimagine Financial Planning.
We Are Everimagine Financial Planning
Principal and Founder
Elisa Ordona is the Principal and Founder of Everimagine Financial Planning located in the San Francisco Bay Area and registered in CA in June 2019. Ms. Ordona transitioned in 2011 from working in the Non-Profit sector to become a Certified Financial Planner™. In January 2014, she began providing comprehensive financial planning and asset management to clients at an independent RIA firm, and by January 2017, she received her CFP® certification. While continuing to serve her clients, Ms. Ordona decided to create her RIA firm aimed at addressing and providing financial life planning and asset management services to those, especially women, concerned about not only securing their financial future, but also positively impacting their families and the broader community. Prior to entering the financial advising and planning profession, she worked in Educational Research Administration and in Development for the San Francisco Museum of Modern Art. She also holds a BA degree in Philosophy from UC Berkeley.
To learn more about her journey, read The First Hint …
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