As a Pleasanton, CA Insurance service dedicated to your well-being and peace of mind, Arola Financial is a provider of family group and individual plans. Your care is important to us.
We are a financial life planning practice that integrates coaching with financial planning and focuses on serving people looking for less stress / more ease with money. We are also a fee-only fiduciary that doesn't take commissions, referral fees, or other compensation from 3rd parties.
Our services are geared to help our clients find financial freedom through coaching and education on topics revolving around credit, budgeting, lifestyle, and finances. Our approach is to help flip the switch to your spending habits, research your value as an employee, expense negotiations, automate your bills, etc. A majority of our clients come to us for credit repair, but once they go through our program, they understand the foundation of what made them need credit repair in the first place. Credit repair is only a band-aid on the bigger issue. If you fix your foundation, everything will fall into place, and that's what we specialize in. Call now to learn more about what we can help you with.
After 35 years as a successful surgical nurse, Grandmother passed away as a 2015. Even though she was the matriarch of our family, and we assumed she had her "financial business" taken care of, she did not! Unfortunately, no one in the family ever questioned what she was doing with her money, and in 1995, she lost her home due to foreclosure. This began her financial decline and upon her passing my mother and I wondered why she had planned for her future, therefore she was not able to leave a legacy for the family. My goal is to help individuals and business owners avoid this scenario. We provide solutions to estate, retirement and financial planning strategies. Like you, we care about our community, our children and our legacies. We are committed to educating our clients on the options available to build a solid foundation while protecting their financial goals heading into retirement. Your success is our success. Your goals are our goals. Your dreams are our dreams.
Financial Planning, Mortgages, Insurance, and Annuities. Investment planning (personal and 401K/Retirement funds) with financial plan is provided with no fee for Assets Under Management. Home, auto, liability, and Life Insurance We are both a Mortgage Broker and a Direct Lender making our own credit decisions and using our own funds for the mortgage. The mortgage that is best for the client is what is important.
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