Welcome to Pursestrings!

If you are looking for independent, objective financial planning and advice, you have come to the right place. As you will see, Pursestrings is a different type of financial planning firm. Unlike many other firms, we only provide independent, objective advice on an as-needed hourly fee-only basis. Clients have the ability to engage us on a one-time or on-going basis depending on their personal financial needs. There are no minimums. If our philosophy and experience appeals to you, please contact us to schedule a complimentary no-obligation get-acquainted meeting.

Contact Us

Pamela G. Lee CFP®

Primary Office
Telephone:  (415) 759-0818
Toll Free:    (888) 380-0818

Oroville Office
Toll Free:    (888) 380-0818