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Communitas Financial Planning
POB 78261
San Francisco, CA 94107

LET'S GET ACQUAINTED

We offer a complimentary "get-acquainted" meeting, at which we'll explore your interests, goals and dreams. It's a no-commitment opportunity for us to learn more about one another and for you to see if we're a good fit for your needs.

Just complete that contact form to the left and we'll be in touch within one business day.

P.S. We respect and appreciate your privacy, meaning we'll use your phone or email only to get in touch with you. We'll never rent, sell or share it with anyone else.







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    A NOTE ON PRIVACY: What do we do with your information?
    *Nothing* other than use it to contact you about your inquiry. We will never sell, rent or share your information with anyone ever.

    * denotes a required field (because what's a form submission without helpful data, right?)

    First Name *

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    How should we contact you? *

    How'd you find us?

    If a client, would you share which one? (We'd like to be able to thank them!)

    What are you interested in? (Review our Services page for details)

    Please note that we will not answer commercial inquiries through this form. Instead, you'll be blocked as a spammer.

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    IMPORTANT NOTE ON SCHEDULING: Due to high demand, we generally schedule introductory calls within a week and complimentary get-acquainted meetings 6-8 weeks after that.

    In order to set up a get-acquainted meeting, we ask you to share data so, in the meeting, we already have a picture of where you are financially and can have a bigger discussion about the advice you seek. This data is confidential and private, and we only use it to provide service to you.

    Check here to agree *