We help you achieve the financial
well-being that  is required to reach
your non-financial goals.



.

We do this by providing affordable,
conflict-free and life-planning focused
financial planning and advice, as well as
financial coaching and education.
Our Value Propositions

  • We are fully independent of any financial
    institutions, and are compensated only by
    our clients on an hourly or flat-project basis.

  • We aim to serve all, not just those who are
    affluent or have large investment assets.

  • Our approach is holistic and we highly value
    the integration of life planning with financial
    planning.  
For more information regarding any of the
following or other concerns, please contact us

  • Issues you may want to consider before
    seeking professional financial advice.
  • Questions to ask an advisor before
    choosing one.
  • Sample of issues an advisor can help you
    with.
  • A copy of our investment advisor
    registration document referred to as ADV
    Part 2.

1563 Solano Ave. # 538, Berkeley, CA 94707

(510) 558-9208
DABK Inc.
Financial Planning Services

Fee Only

We serve individuals and
families living in Berkeley,
Oakland, San Francisco, San
Jose, San Rafael and other
Bay Area communities.

We do not charge a
percentage of Asset Under
Management fee and we do
not have the custody of our
clients' assets.