PLANNING FOR THE UNFINISHED BUSINESS OF WEALTH
You deserve to feel financially secure.
When is the best time to start planning? Yesterday. . .
Are you experiencing any of the following?
A Financial Crisis
A sudden market downturn, feeling unsure about the future.
Lack of Communication
Receiving information after it is useful.
Stress, Worry, Financial Insecurity.
Second guessing your plans. Questioning financial advice.
Fear of Inquiry
Afraid to ask the tough questions.
Big Firm Blues
The ads you see are different from your relationship.
Unable to come to a financial meeting for the minds.
More interested in their commissions than your performance.
Nobody is Listening
You have asked and end up in the same place every time.
Figuring it out Yourself
Paying for advice, then figuring it out on your own.
Business with Friends
Advisory relationship based on friendship rather than sound advice.
Lack of an Overall Plan
Investments not aligned with objectives, perhaps they have changed.
Worried About Your Financial Objectives
Worried that recommendations are not aligned with objectives.
How do you make decisions? What is your relationship with risk? Tough questions.
Most likely the right place to start. All too often there is a focus on dreams and lofty goals without regard for the path to achieving them.
Certified Financial Planner ™, Registered Investment Advisor
Financial Personality, Public Speaker
Ian speaks about decision-making and the understanding of risk throughout Southern California and the Pacific Northwest. With a career spanning 20 years, he is focused on financial planning and helping to make sense of the crossover between finances and daily life. The difference between success and failure and the very quality of our lives are driven more by the decisions we make than by anything else. Understanding how you make decisions allows Ian to tailor advice and strategies to get you where you want to go.
A Simple Plan
Listening to your experience. Asking questions and getting to know each other.
Clarify and understand objectives and goals. Putting the pieces in place.
Creating a comfortable easy to understand path to meet objectives.
Put the plan in play. Communicate, track performance and revise. Repeat.
It's time for something better.
No more complicated concepts or financial industry jargon.
Listening, Understanding, Committed.
Bring financial clarity to your future, today!
You Deserve to Feel Financially Secure.
Bring financial clarity to your future, today.
Feel great about money and investing.