We believe that for most homeowners the home represents the largest asset they hold. The mortgage for the home represents the greatest debt they owe, and the payment the highest monthly outflow. As such, we believe that it should be an integral part of your financial plan. Our focus as a Mortgage Planning Firm is creating intelligent custom plans for each individual based on their financial goals. This may include paying off the home in the most expeditious manner, or utilizing the equity to create arbitrage and build wealth.

“As a client with a CPA and CFP license and background I was impressed with the true planning approach that Fountainhead utilizes. Their integrity is beyond reproach”.

We are continually researching for and brainstorming sophisticated strategies to help our clients achieve their goals. We also continually monitor our clients plans for opportunities to take advantage of market volatility.

We meet with each client annually to update the plan and make adjustments to accommodate for revisions to goals or changes that occur so often in life.

We are also thrilled to announce that we have moved to a larger office in Orinda to accommodate our growth, effective May 1st. The new office is walking distance from BART and just off the Orinda Freeway exit. Please stop in and say hello if you get a chance.

CALIFORNIA
2 Theatre Square, Suite 310
Orinda, California 94563
p. 925.317.7600
f. 925.253.7602

UTAH
136 Heber Ave., Suite 204
Park City, Utah 84060
p. 435.655.3708
f. 435.655.7676