Financial life planning for nerds

We offer comprehensive financial planning, investment management, and educational resources to help you reach your financial goals while freeing you up to pursue your passions!

A Fiduciary Financial Life Planner, Located in Raleigh, NC.

Meet Ian Bloom, CFP®

Press the play button to learn more about Ian

Choosing a financial planner

There are plenty of good financial planners out there, and the decision on whose services to use often comes down to which person suits you the best.

As a self-described nerd and gamer, while I do work with people of all ages and backgrounds, I am especially focused on helping out younger folks with passions that they are trying to pursue. This is why I always focus on your life rather than just the money. At the end of the day, while money very important, it is just a tool to help you build the life you want to live.

If you’re interested in chatting and seeing if we might be a good fit for you, click on the “Setup a Meeting” button below to book a complimentary introduction meeting with me. I look forward to speaking with you!

Financial planning for younger,
technically-inclined clients.

We love helping younger clients who are looking to pursue their passions and build an ideal life and financial strategy to support their dreams!

Financial Planning

Helping you build your comprehensive financial "world map" Through our comprehensive six-stage financial life planning process, we ensure that you have a detailed, actionable roadmap for getting to your financial goals.

Focus On Your Investment

Hands-off, stress-free investment management for a reasonable fee! We offer add-on investment management services to our clients who want someone else taking care of the day-to-day and don't mind paying a reasonable cost.

Level Up Your Financial Skills

One of our side quests is spreading financial literacy! To this end, we put out educational videos regularly, host workshops, and Ian even wrote a book on financial planning!

Resources

Check out some of our free resources, videos, and educational content!

Patch Notes 3.1 The most recent Quarter of changes at Open World. In this edition of Patch Notes we’re bringing you our…

About Open World

Started in 2018 by nerds, for nerds.

Ian Bloom, CFP®, RLP® started Open World Financial Life Planning in 2018 after working for much larger financial planning firms. Ian founded Open World with the goal of providing helpful financial life planning services for people like him – young, passionate individuals who want a financial planner with a more relatable, nerdy approach to the often cryptic and confusing world of financial planning.

Why Choose Us

Focus on building your ideal life, and not just money.

Ongoing advice and guidance. Delegate away!

Specific focus on young, passionate individuals.

We keep you accountable to goals and milestones.

As your fiduciary, we are obligated to work with your best interests in mind.

We give you in-depth education and tools

Fun Facts

Here are some interesting facts about investing and financial planning that might surprise you!

0 %
of Americans don't have a written financial plan.
0 %
of Americans spend more than they earn.

Source: AARP

0 %
of student loan borrowers don't understand repayment plans
0 %
of adults find investing to be scary or intimidating