Name
Ian Bloom
Financial Side Quest Rank
Rated 5 out of 5
Level: 33
Location: Raleigh, NC – Virtual
Unlocked Achievements:
CFP® Professional
Registered Life Planner®
Name
Ian Bloom
Financial Side Quest Rank
Level: 33
Location: Raleigh, NC – Virtual
Unlocked Achievements:
CFP® Professional
Registered Life Planner®
ARMOR
Cloak of Financial Wisdom
Anti-Misinformation Gauntlets
Goggles of Financial Insight
WEAPONS
Sword of Sound Advice
TOOLS
Financial Planning Software (Right Capital)
Enchanted Quill of Strategy
Easy Online Asset Management (Altruist)
LANGUAGES
Common
Orcish
Legalese
Financial Jargon
Intelligence
Nerdiness
Financial
Literacy
Gaming
Ability
Planning for younger, technically-inclined clients. Focus on cash flow, accumulation, and long-term comprehensive plans.
Building a financial life planning firm that allows his clients to free themselves from financial stress so that they can focus on their main quests.
Increasing financial literacy in the nerd community, spending time travelling with his wife, and helping other financial planners find their professional passion.
Ian Bloom, CFP®, RLP® is a financial life planner and owner of Open World Financial Life Planning. He started the firm in 2018 after years in the industry under much larger firms. Open World was founded with the goal of providing financial life planning for nerds!
Open World and Ian put out a ton of content! If you’re looking for further resources to be connected with, check out the Books page, read the newsletters, or look back at the YouTube channel.
In his personal life, Ian spends a lot of time with his friends, primarily playing games. Ian’s favorites are Dungeons and Dragons, various RPG video games, Teamfight Tactics, and tons of board games. His latest favorite is Twilight Imperium! When he’s not gaming, Ian enjoys watching Survivor, hanging out with his wife, and writing.
Financial Life Planning focuses on your life. While money is important, it’s truly just the details to support the life you want to live. Our goal is to help all of our clients move toward their ideal life, and we hold them accountable to doing that. While we cannot make miracles happen, we will help you visualize what your main quest is and help you complete it!
By operating our services on an annual contract, we are with you every step of the way. Our clients often delegate the handling of financial tasks to us for that reason. We can coordinate with your tax and legal professionals, keep you accountable to your goals, and work on all the difficult financial steps together.
This firm works with tech employees, professors, and other nerds who are trying to earn their way to financial independence. Since we focus on people who are not yet worth $20,000,000 you will not be a low priority client. You will get the attention and advice focused on your specific financial planning needs.
When you use us as your financial planning firm we operate as your fiduciary. Put simply, if we are your fiduciary, we have to act and provide advice in your best interest at all times. We work alongside your other advisors such as accountants and attorneys to ensure that any advice we are providing you is held to that high standard.
How do I know if WE would be a great fit?
The firm’s ideal clients have a few easy-to-identify qualities:
Nerds are people who have a passion for something, so much so that they sometimes lose focus on other things. That passion could be gaming, engineering, comics, graphic design, or anything else. The key is that you want to DO that thing. Passionate people are fun!
My clients like to offload the financial stress onto me. I am a nerd who is passionate about finance, and good clients are comfortable knowing I’m looking out for them. While I ultimately strive to teach skills and educate, my clients trust me to handle things on their behalf.
My favorite clients care about others a whole awful lot. People who care are focused on making the world a better place for those they care about, and that’s inspiring. Whether it’s family, friends, or a specific cause/group of people - the best clients care.
Working with people who want to do the minimum is draining. I enjoy working with people who are not only passionate, but are looking to achieve within their life. That does not always mean they want to be billionaires, but it does mean they value the internal feeling of achievement.
Check out some of our mentions in the media in both print and audio formats!
3 Steps To Take Back Control Of Your Schedule
Up your game in 2020 with these five quick and easy investing moves
You're a Financial Planner, Now What?
How to Communicate Authentically with Clients During a Time of Crisis
Marketing Advice For New Advisors – From Advisors Who Know How To Grow
5 money lessons everyone should know by age 30
Do You Need Short-term Disability Insurance?
TikTok and advisors: Is a savvy algorithm worth privacy concerns?
Ian Bloom - S1 Ep. 17
Launching Your Own RIA: Advice from Advisors Who Took the Leap