Financial & Life Services Tailored to YOU!

Get personalized services in-person and from the comfort of your home.

Rae’s Approach

Growing up in a small town in Santa Paula, CA I encountered the struggles in reaching assistance and resources you needed in order to be financially stable. At some point in our lives we all experience financial difficulties. These difficulties can manifest as mounting debt, difficulty in meeting financial obligations or inability to save for your future. Regardless of status, profession or rank, everyone deserves a financial plan tailored to their individual needs. We’re eager to provide you with the most appropriate service. Here at Rae’s Financial Planning, LLC, we assist people from all walks of life and will guide you through personal and financial growth in hopes of reaching a life full of purpose and financial stability.

Working Together

When we team up, we’ll first discuss your needs and priorities, and what you can most benefit from. We will pick out what package best suits your needs and immediately create a plan on how we can reach these goals together, followed by a series of meetings to stay on course.

Client Reviews

  • “Raelene was very helpful in mentoring me on how to complete my taxes. She has a lot of patience and is very understsanding. Raelene is a life saver!” - Traci C.

  • “After having my daughter and was given no assistance when it came to applying for maternity leave, Raelene walked me through every step when completing the forms. Without her I wouldn't have been able to get back on my feet." - Dani R.

Let’s work together.