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I founded Wealth-Source Financial Planning as an independent fee-only practice dedicated to helping you, a woman in transition and your family to improve your relationship with your finances so you can achieve the financial plan we would build together. Life offers a range of opportunities and challenges and as we take the next step in our career or personal life, we are faced with decisions. As we grow older, we realize that there are no right or wrong decisions; there are only decisions that are right for us. In my coaching experience, I learned that you will seek guidance when you are ready and you know it is right for you. It is my pleasure to welcome you to our home. My chosen paths in life have brought me today to you, ready to work as partners to get you on your path towards your financial freedom. As a fiduciary, and life coaching professional, I would help you find a values-centered relationship with your finances so you can have peace of mind around your money and you can focus on your personal or professional path in life. I am a Financial Life Planner in the beautiful Bay Area, Northern California. I founded Wealth-Source Financial Planning as an independent fee-only practice dedicated to helping you, a woman in transition and your family to improve your relationship with your finances so you can achieve the financial plan we would build together. Life offers a range of opportunities and challenges and as we take the next step in our career or personal life, we are faced with decisions. As we grow older, we realize that there are no right or wrong decisions; there are only decisions that are right for us. In my coaching experience, I learned that you will seek guidance when you are ready and you know it is right for you. It is my pleasure to welcome you to our home. My chosen paths in life have brought me today to you, ready to work as partners to get you on your path towards your financial freedom. 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Financial Coaching Improve your relationship with your money https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1580233766463-63GY65BASWZVA4EUGFS2/image-asset.jpeg Our Services Section - Speaking Engagements and Workshops - Demystify Personal Finances - Bring awareness of your personal approach to financial decision making - Gain confidence on your finances by applying behavioral techniques - Be empowered by changing your mindset about money - Introduce a culture of wealth-building in your organization https://www.wealth-sourcefinancial.com/group-private-classe daily 0.75 2024-11-19 https://images.squarespace-cdn.com/content/v1/5751bcaa7c65e41470d9b10e/1467921635325-ICHJU4IXZQOCTKZ75RFJ/home-Stocksy_txp824ffa5crXt000_Large_934899-2500x1667.jpg Group & Private Classes - Group & Private Classes (Copy) Group & Private Classes Learn More → https://www.wealth-sourcefinancial.com/home daily 1.0 2025-09-09 https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1581001472091-L5E80ADE1MGW5E76Y5YR/RosarioChacon.jpg https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1a990d33-53d3-4a29-977b-60d0c7b451b5/CFP_Signature_Vert_Gold.jpg https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/8df1e2d7-686c-4329-9eb5-d1fa36bdca89/XYPN_Logo+-+2025.webp https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1582565157217-PNMWMC6AMFMAM0HTNECS/FPI-Logo-Transparent.png https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/c3a04a09-1aab-4434-9ea6-89698d0a9cb7/CSLP-Badge-Goldr+3+-min.png https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1582565533084-2FRYFCJBKL7S96EQSHTA/feeonlynetwork-member-logo.png https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/9cce729a-b8d7-4bd4-bd71-b4189289a302/ea_color_050118.jpeg https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1582565380931-P6G8H732QDA14FH02WCN/NAPFA-RegFA-Transparent.png https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1579883257499-8NKHYXT9PWF49W7ML0B4/image-asset.jpeg Wealth-Source Financial Home - Financial Life Planning Financial Life Planning Comprehensive Ongoing Financial Planning Fee-only Fiduciary https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1579883221719-P0RQRSK5KFR5DE14SFDK/image-asset.jpeg Wealth-Source Financial Home - Investment Management Investment Management Learn about values and set short and long term goals, aligned to your principles in a diversified portfolio. Assets Under Management 1% Fiduciary including Financial Planning https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1579883172336-U36ODRPMBW6DH30IMHHL/image-asset.jpeg Wealth-Source Financial Home - One-Time Plan One-Time Plan Get Clarity on Your Current Finances https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1579883330910-77XMM4NLX623M8413WOM/image-asset.jpeg Wealth-Source Financial Home - Financial Coaching Financial Coaching Improve your Relationship with Your Money We integrate approaches from psychology and behavioral finance to direct our work into a better financial well-being. https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1579883976484-T39UM3HIJ2CLVE9QJMP3/image-asset.jpeg Wealth-Source Financial Home - Speaking Engagement Speaking Engagement Seminars are offered to organizations and the public in a variety of financial topics. https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1580149153671-2XCQSGQGC5NYKVDX7C3G/Fiduciary+Financial+Planner https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1580151983085-VUQQK5941RXO1XGDEETK/image-asset.jpeg https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1580152066221-R0Y9TJD8F7P8HINMQX0W/image-asset.jpeg https://www.wealth-sourcefinancial.com/profile-gallery daily 0.75 2024-11-19 https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1574586783074-NB27JFATIUYF8S1UVFCR/10379915_10206182297455170_4064394330382187665_o.jpg Profile Gallery https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1574586796070-5MHFUL78EONZWZ8GORHJ/10379915_10206182297455170_4064394330382187665_o.jpg Profile Gallery https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1574586812152-QDQ2CFH3VBV40KGSDD4S/10379915_10206182297455170_4064394330382187665_o.jpg Profile Gallery https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1574586822304-7ITUO6HX9ASR3E4Y5RMT/10379915_10206182297455170_4064394330382187665_o.jpg Profile Gallery https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1579469884459-W90XWT1MKNWLIFG8GSF0/RC-min.jpg Profile Gallery https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1579883878298-VK4RUOZT2Z0RRM318V93/image-asset.jpeg Profile Gallery https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1581000942808-5XZOEP0PAKMEY7XZ1HXE/RosarioChacon.jpg Profile Gallery https://www.wealth-sourcefinancial.com/services-gallery daily 0.75 2024-11-19 https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1579883257499-8NKHYXT9PWF49W7ML0B4/image-asset.jpeg Services Gallery - Financial Life Planning (Copy) Financial Life Planning Comprehensive Ongoing Financial Planning Fee-only Fiduciary https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1579883221719-P0RQRSK5KFR5DE14SFDK/image-asset.jpeg Services Gallery - Investment Management (Copy) Investment Management Learn about values and set short and long term goals, aligned to your principles in a diversified portfolio. Assets Under Management 1% Fiduciary including Financial Planning https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1579883172336-U36ODRPMBW6DH30IMHHL/image-asset.jpeg Services Gallery - One-Time Plan (Copy) One-Time Plan Get Clarity on Your Current Finances https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1579883330910-77XMM4NLX623M8413WOM/image-asset.jpeg Services Gallery - Financial Coaching (Copy) Financial Coaching Improve your Relationship with Your Money We integrate approaches from psychology and behavioral finance to direct our work into a better financial well-being. https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1579883976484-T39UM3HIJ2CLVE9QJMP3/image-asset.jpeg Services Gallery - Speaking Engagement (Copy) Speaking Engagement Seminars are offered to organizations and the public in a variety of financial topics. https://www.wealth-sourcefinancial.com/welcome daily 0.75 2024-11-19 https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1571615299272-WR20S7FX5S6OQVQNIDJ8/image-asset.jpeg Welcome - I am a Financial Life Planner in the beautiful Bay Area, Northern California. I founded Wealth-Source Financial Planning as an independent fee-only practice dedicated to helping you, a woman in transition and your family to improve your relationship with your finances so you can achieve the financial plan we would build together. Life offers a range of opportunities and challenges and as we take the next step in our career or personal life, we are faced with decisions. As we grow older, we realize that there are no right or wrong decisions; there are only decisions that are right for us. In my coaching experience, I learned that you will seek guidance when you are ready and you know it is right for you. It is my pleasure to welcome you to our home. My chosen paths in life have brought me today to you, ready to work as partners to get you on your path towards your financial freedom. As a fiduciary, and life coaching professional, I would help you find a values-centered relationship with your finances so you can have peace of mind around your money and you can focus on your personal or professional path in life. I am a Financial Life Planner in the beautiful Bay Area, Northern California. I founded Wealth-Source Financial Planning as an independent fee-only practice dedicated to helping you, a woman in transition and your family to improve your relationship with your finances so you can achieve the financial plan we would build together. Life offers a range of opportunities and challenges and as we take the next step in our career or personal life, we are faced with decisions. As we grow older, we realize that there are no right or wrong decisions; there are only decisions that are right for us. In my coaching experience, I learned that you will seek guidance when you are ready and you know it is right for you. It is my pleasure to welcome you to our home. My chosen paths in life have brought me today to you, ready to work as partners to get you on your path towards your financial freedom. As a fiduciary, and life coaching professional, I would help you find a values-centered relationship with your finances so you can have peace of mind around your money and you can focus on your personal or professional path in life. https://images.squarespace-cdn.com/content/v1/54061d7fe4b0ee7f1c8414eb/1411065567132-VGD301DKL385J7V5LTN0/empty.jpg Welcome https://images.squarespace-cdn.com/content/v1/54061d7fe4b0ee7f1c8414eb/1411065567343-COSBYXA76IJZLF6IKXDT/front_large_basket.jpg Welcome https://images.squarespace-cdn.com/content/v1/54061d7fe4b0ee7f1c8414eb/1411065566820-I90K019WV680JJMUBFYO/baby.jpg Welcome https://images.squarespace-cdn.com/content/v1/54061d7fe4b0ee7f1c8414eb/1411065567100-8D2EGEUB65I36HIANNSH/both_baskets.jpg Welcome https://images.squarespace-cdn.com/content/v1/54061d7fe4b0ee7f1c8414eb/1411065566959-GASF7FKFITM7VRRH6N66/bags.jpg Welcome https://images.squarespace-cdn.com/content/v1/54061d7fe4b0ee7f1c8414eb/1411065566961-93I9WH8DAFU3AVXKGYAQ/back_small_basket.jpg Welcome https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1571613203391-4EAK6OC2CC3CR38V9M0F/andrew-preble-ihjE-LY0_Dg-unsplash.jpg Welcome - Cultivate a better relationship with your mind, money, and behavior for the long-term. https://www.wealth-sourcefinancial.com/partners-logos daily 0.75 2024-11-19 https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1580922734220-GDWMO03AP7RU3BX9SPH0/NAPFOLRG.football_black+%281%29.jpg Partners Logos https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1580922740798-BQII2RBLLQEXOHO1VXYR/NewNAPFALogoColor+%281%29.jpg Partners Logos https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1580922745081-WMPBSILTYNMSZNNYJXYI/NAPFA-Final-Logo-new---white+%281%29.png Partners Logos https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1580922894466-XVVKPOLAB0IWBWUZT48S/FPI+Logo+2+%281%29.jpg Partners Logos https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1580922901983-3V159Q02KL8IY4GVWJOD/XYPN+Member+Badge+%281%29.png Partners Logos https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1580922912003-79O244KO81KZ53GSB5PY/XYPN+Member+Badge_white+%281%29.png Partners Logos https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1581398261332-YLOSBO1C4CAEJLQZ8BKT/Certified+Financial+Planner+logo.png Partners Logos https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1581398270917-TLQ8JT81EZ5LLGHFF61Q/cfp-logo-png-transparent.png Partners Logos https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1581398276796-MRVSBX7Y31LPX4FAKWU6/Fee_Only_logo2.png Partners Logos https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1581398282868-3LT8J813L1LCZTYTTWZ6/Fee-Only+logo+AltColorLarge1000x240.png Partners Logos https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1581398291722-2BTIOP7ZC8ZLNVQQBM9S/napfa-logo.png Partners Logos https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1642570442643-ZIEMM64Y82DHHPH8K72G/CSLP-Badge-Goldr.png Partners Logos https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1642570486140-79OGN85AXQIOFE2QK769/ea_color_050118.jpeg Partners Logos https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1642570500467-LNM0U375SGG3GV1X428N/ea_bw_050118.jpeg Partners Logos https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1693806778271-BHBBL8Y7RWEQ3QA1J70I/NAEA.png Partners Logos https://www.wealth-sourcefinancial.com/about-me daily 0.75 2026-02-26 https://images.squarespace-cdn.com/content/v1/5da9c08bf493143e9e5db39b/1581001472091-L5E80ADE1MGW5E76Y5YR/RosarioChacon.jpg