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1. So what’s actually in the new Healthcare Reform bill?

   (WC Content/Blog)

   Many of our clients have expressed major concerns over escalating healthcare costs. Since the Patient Protection and Affordable Care Act was finally signed into law last month after a century of trying, ...

2. Why should you care about a “Fiduciary Standard”?

   (WC Content/Blog)

   ... and the business interests of any company we work for, giving recommendations that are solely and completely in the best interests of our clients. We thought things were going to change when Congress ...

3. Dave O'Rourke

   (WC Content/team)

   Advisor Dave O'Rourke Dave uses over thirty years of business and investing experience to help clients develop and maintain a holistic financial plan specifically built for their unique situation. ...

4. Elderly Parent Care Guide

   (WC Content/Blog)

   ... and care options. The guide also provides a helpful list of Websites including CarePathways.com sponsored by a group of Registered Nurses. The goal is to assist clients in making informed eldercare decisions. ...

5. The College Solution

   (WC Content/Blog)

   ... average, yet still determined daughter.  I am offering this review of The College Solution for our clients who might also be looking for help on this journey.   The book is a practical, easy to read ...

6. Privacy Policy

   (WC Content/general)

   Client Privacy Is Our Priority All persons employed by Willow Creek Financial Services, Inc. (WCFS) recognize that our clients and potential clients expect us to protect their personal financial information ...

7. Disclaimer

   (WC Content/general)

   ... maintains a "notice filing" with the State of California. Willow Creek Financial Services, Inc. also has clients in several states other than California, and follows the individual notice filing requirements ...

8. White Papers

   (WC Content/general)

   ...  • Customize and manage tax-efficient portfolios to achieve the financial goals of our clients • Optimize investment portfolios to compensate investors for the level of risk assumed • Minimize unnecessary ...

9. FAQ

   (WC Content/general)

   ... your life that may affect your financial planning goals. Is there a charge for these meetings? There is no charge to our clients that engage us for comprehensive wealth management.  As a WCFS wealth ...

10. Specialized Services

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    ... portfolio. Divorce Planning We can assist our clients and their attorneys during a divorce to ensure financial needs are met during the often difficult divorce process. Elder Care Aging parents create ...

11. In The News

    (WC Content/general)

    ... he "started the company recognizing there was a real need for unbiased, cost-effective financial advice". Senior financial planner, Heather Cleland, elaborated on the value this creates for on-going clients ...

12. Retirement Planning

    (WC Content/general)

    ... unique needs and means are evaluated and the most suitable type of retirement plan is recommended. And for those clients with large retirement versus taxable accounts, we will also run an analysis on possible ...

13. Fee Schedule

    (WC Content/general)

    ... your needs so that you can achieve what is most important to you. Comprehensive financial plans for new clients are billed on a project basis. Average fees are $3,000 to $7,000, depending upon the complexity ...

14. Why Willow Creek?

    (WC Content/general)

    ... Communication One of the values of working with Willow Creek is the ability to speak with advisors and/or staff anytime - whether it is a small concern or a life changing event. We suggest all new clients ...

15. Our Story

    (WC Content/general)

    ... Investment Advisor (RIA), Willow Creek is required to have a Fiduciary relationship with our clients. Not all those who call themselves financial advisors are bound by this law. This includes many brokers, ...

16. Patti Dedrick

    (WC Content/team)

    ... to include daily interaction with clients, custodians, mutual fund companies and transfer agents. Patti lives in Petaluma has two sons and four grandchildren ranging in the ages of 7-24. When not at work ...

17. Teresa Mitchell

    (WC Content/team)

    ... with potential Willow Creek clients is one of Teresa’s key responsibilities. She also enjoys the extensive interaction and comprehensive financial plan presentation to existing clients. Teresa serves as ...

18. Heather Cleland

    (WC Content/team)

    ... pairing of comprehensive financial planning with disciplined asset management an important key to our clients reaching their lifetime goals. Heather’s experience, sensitivity, common sense and passion ...

19. Jason Gittins

    (WC Content/team)

    ... works with Willow Creek's clients to achieve their financial goals. He enjoys helping clients understand the investment process and how it can affect their financial future. He also serves on the Food ...

20. Bruce Dzieza

    (WC Content/team)

    ... the Press Democrat, NorthBay Biz and the San Francisco Chronicle. As a Certified Financial Planner (CFP), Bruce devotes much of his time working with clients on their overall life goals. With Bruce, clients ...