Boutique financial planning for retirement income and wealth preservation in downtown San Diego's Little Italy district operates through August Financial Alliance at 1240 India Street, founded in 2019. The founding partners — both CFP® certificants holding additional ChFC® and CLU® designations — build holistic financial plans that coordinate tax liability forecasting with CPA firms including Morey CPA & Associates in the same downtown market. Additional credential depth includes RICP® (retirement income certification), CDFA® (certified divorce financial analysis), and BFA™ (behavioral financial advisory) designations, equipping the practice for specialized planning around retirement decumulation, marital dissolution, and behavioral bias mitigation. The partners entered financial services in 2013 after prior careers spanning broadcast journalism, advertising, and real estate, adding non-financial analytical perspectives to client engagement and wealth plan construction. Clients holding San Diego residential and investment real estate coordinate property disposition timing with the Alliance's tax-impact modeling, a process that frequently involves broker-price opinions from downtown agencies including Bayfront Real Estate in the Gaslamp Quarter. Highest-complexity cases involve CDFA®-guided marital dissolution planning requiring simultaneous bifurcation of community property, qualified domestic relations order preparation for defined-benefit pension splits, and post-divorce retirement income restructuring across divided investment portfolios.