Broker Check

3200 Park Center Drive, Suite 1240, Costa Mesa, CA 92626

(949) 471-5810
ashten@eclipsefa.com
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Structured for where you actually are.
Financial Planning & Personal CFO Services
Every plan is built around your decisions not a template.
How It Works

Your plan is yours.
Full stop.

Your planning fee covers strategy, guidance, and support. Not product sales. Implementation is always optional and handled under a separate agreement.

You can implement with us, on your own, or through another provider. No requirement to move accounts or purchase any products.

This is what fee-only planning means. Your interests are the only thing we're optimizing for.

Ashten Barber, Eclipse Financial Advisors
Getting Started
Personal Financial Snapshot
$2,800
one-time plan
A high-level review across key planning areas. You leave with a clear picture, a personalized plan, and practical next steps.
✓ High-level review of key planning areas
✓ Personalized plan with practical next steps
✓ Guidance through your action items
✓ Final review for long-term clarity
✓ Support without unnecessary complexity
Most Comprehensive
Full-Service Financial Partnership
$500
per month · 12-month engagement*
Full planning across all core areas with support through every step. Ongoing updates as your life evolves.
✓ Full planning across all core areas
✓ Support through each implementation step
✓ Ongoing strategy updates as life evolves
✓ One-on-one financial strategy sessions
✓ Access for questions, clarity, and decisions
Complex Needs
Business Owners & Complex Households
$1,000
per month · 12-month engagement*
Integrated planning across your personal and business balance sheet. Priority access when decisions can't wait.
✓ Integrated personal & business planning
✓ Guidance on multi-layered decisions
✓ Priority access for clarity or direction
✓ Exit planning & liquidity event prep
✓ Estate & protection coordination (in coordination with an attorney)
* 12-month consulting services. Your planning fee covers strategy, guidance, and support. Not product sales. No requirement to move accounts or purchase products.
Complimentary Review
Good advice starts with the right questions.
A prescription without examination is malpractice.
Before recommending anything, we understand your full picture: goals, family, timeline, risk tolerance, and values.
Your plan is the map. We help you read it.