Client Milestones

We met Benjamin and Golnaz in 2020 and helped them buy their first home together. This week, they got married in Mendocino and invited us to be a part of the ceremony. Kevin was the wedding officiant, and Bora served as a flower cat. The weather was amazing, and we were surrounded by friendly people and natural beauty. We’re so grateful to be included in our clients’ life milestones!

How it started:

How it’s going:

Will you be our Valentine?

Whether it’s giving gifts or acts of service or just spending quality time, we all embrace each other differently. So what’s your love language?

CHIC (Pearl)

You don’t need to spend a lot of money to have a great time with someone you love. Sometimes a little adventure goes a long way. I like wandering off the beaten path and exploring the road less traveled. And I love new experiences that become old habits, like that restaurant at the top of a hill that you never knew existed and now can’t live without. Maybe we’ll go there for a Valentine’s dinner.

GEEK (Kevin)

Everything costs money, and even the best things in life aren’t free, no matter what the song says. If you’re going to do anything for your special someone, you may as well throw down. A weekend escape to a coastal retreat complete with spa days and bubble baths will set you back a few bucks, but the relaxation and rewards it buys can be priceless. So don’t be afraid to spend a little green to show your love.

Winter Vacation Home

This time of year, we’re dreaming of a snowy ski resort and a warm cup of cocoa by the window. Where would you invest in a winter home away from home?

CHIC (Pearl)

The beauty of living in Silicon Valley is you don’t need to go very far to find every climate and environment you could possibly imagine. So I’d keep it close to home and find something within a short 3-4 hour drive of the Bay Area. And there’s no shortage of quality ski and snowboard resorts to choose from, particularly around Lake Tahoe!

GEEK (Kevin)

I love adventure, and I don’t really feel like I’m on vacation until I’m out of California. That’s why my vote is for Yellowstone or the Grand Tetons in the Big Sky Country of Wyoming, Idaho, and Montana. This breathtaking landscape gives you more than enough to explore beyond winter sports. And the tax benefits are a plus!