When is the best time to start planning? Yesterday. . .
It's time for something better.
No more complicated concepts or financial industry jargon.
Listening, Understanding, Committed.
Bring financial clarity to your future, today!
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. Dealing with the tough questions upfront builds confidence and understanding; The peace of mind and confidence you deserve.
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. Specifically, he is focused on making these concepts part of our educational curriculum. The difference between success and failure and the very quality of our lives are driven more by the decisions we make than by anything learned in school. It is all important; the understanding of risk and decision making has a place in school curriculum.
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.
Are you experiencing any of the following?
Industry lingo leaves you feeling confused and alienated.
Lack of Communication
Receiving information after it is useful.
Resolved to make a change that does not happen.
Big Firm Blues
The ads you see are different from your relationship.
Unable to come to a financial meeting for the minds.
Fear of Inquiry
Afraid to ask the tough questions.
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 that recommendations are not aligned with objectives.
You Deserve Better
Bring financial clarity to your future, today.
Feel great about money and investing.