When is the best time to start planning?  Yesterday. . .

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It's time for something better.

No more complicated concepts or financial industry jargon.

Listening, Understanding, Committed.

Bring financial clarity to your future, today!

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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.

Meet Ian

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Ian Tinker

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.

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A Simple Plan

Step 1

Listen

Listening to your experience.  Asking questions and getting to know each other.  

Step 2

Understand

Clarify and understand objectives and goals. Putting the pieces in place.

Step 3

Plan

Creating a comfortable easy to understand path to meet objectives.  

Step 4

Implement

Put the plan in play.  Communicate, track performance and revise. Repeat.

Are you experiencing any of the following?

  • Financial Jargon

    Industry lingo leaves you feeling confused and alienated.

  • Lack of Communication

    Receiving information after it is useful.

  • Stubborn Inaction

    Resolved to make a change that does not happen.

  • Big Firm Blues

    The ads you see are different from your relationship.

  • Spousal Differences

    Unable to come to a financial meeting for the minds.

  • Fear of Inquiry

    Afraid to ask the tough questions.

  • Performance Anxiety

    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.

  • Financial Worry

    Worried that recommendations are not aligned with objectives. 

You Deserve Better

Bring financial clarity to your future, today.

Feel great about money and investing.

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