Sourcing & evidence
We favor primary sources — regulator and agency publications, official plan documents, peer-reviewed research, and the actual math — over secondhand summaries. Numbers used in examples cite their assumptions.
Editorial Policy
How Golden State Planner earns trust
Golden State Planner exists to make Financial planner California, Fee-only vs commission language, and Fiduciary primer legible for Households actively shopping for a planner, DIYers deciding if they need help, and Recently relocated professionals. Our standard is simple: every claim should be checkable, every assumption stated, and every tool honest about its limits. This policy describes how we source, review, disclose, and correct our work — and why editorial decisions are kept independent from advertising and any optional advisory revenue.
Assumptions are stated; claims are traceable to primary sources.
Editorial is independent from advertising and advisory revenue.
AI may assist drafting; a human reviewer is accountable for every page.
We date material changes and post corrections transparently.
Standards
Our editorial standards
The process behind every article, explainer, and calculator on this desk.
Fact-checking & review
Drafts are checked for accuracy, currency, and clarity before publishing. Tax figures, contribution limits, and rules are reviewed against the relevant year and jurisdiction.
Author expertise
Coverage is shaped by editors familiar with the realities of Households actively shopping for a planner, DIYers deciding if they need help, and Recently relocated professionals — career arc, compensation structure, and the planning trade-offs specific to this niche. See the editorial team page for how expertise is applied.
Independence from advertising
Advertisers and membership do not influence which topics we cover or what we conclude. Ads and any optional advisory intake are disclosed and kept separate from editorial judgement.
AI assistance & human accountability
We may use AI tools to draft, summarize, or structure material, but a human editor reviews, verifies, and is accountable for what publishes. We do not publish unreviewed machine output.
Updates & corrections
We update content as rules and data change and correct errors promptly. To report an inaccuracy, email [email protected] with the page and the issue, and we will review it.
Contact
Contact Golden State Planner
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