We can steer you
toward your financial goals.
We are a dynamic and holistic financial planning firm
serving the San Francisco Bay Area and beyond.
AT THE HELM
Leading Boom Planning is Amy R. Blodgett, CFP©. With over 20 years of financial experience, Amy leads a team of professionals to develop long-lasting client relationships.
ALL HANDS ON DECK
Our inclusive team strives to create a meaningful experience that will impact you in a significant way, both personally and financially. With decades of experience, you’ll come away with confidence knowing you’re in the right hands.
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We provide comprehensive financial planning for every stage of life and the challenges that may come up in between. These services include but are not limited to:
Investment strategies
Where to invest your money is a delicate endeavor. We can help simplify this complex world while exploring multiple investment strategies.
Risk management
Let us help you plan for uncertainties should they arise. Protection for your most important assets should be an integral part of any financial plan.
Retirement design
That day will come and you want to be sure your nest egg reflects all your hard work. We can help you feel secure as you enter this next chapter.