Financial Planning for White-Collar Professionals

Helping You Balance Your Career and Passions

Whether you’re a recent college graduate who’s just entering the job market or you’re in your 20s/30s working as a skilled professional in your field, we can help you create a comprehensive financial plan to reach your goals. We love working with people who have passions or goals they’re trying to pursue! In your 20s and 30s, it is more important than ever to make sure you have a financial quest log handy to navigate your professional career and balance your work obligations with your family, passions, and other goals. We can help!

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How We Can Help

Here are some of the ways we can help you build a concrete plan to reach your financial and life goals, and enable you to pursue your passions with full force! 

Financial
Quest Log

Building a financial game plan
As you enter your professional career, it's the perfect time to plan for the future and work on a comprehensive financial quest log that you can rely on for guidance. A good financial quest log makes it easy for you to pursue the things that truly matter to you in life and spend more time doing what you're passionate about.

Investment
Management

Making your money work for you
As an add-on service for financial life planning clients, we offer investment management! For a reasonable fee, we can manage all the day-to-day tasks in your investment portfolio, freeing up more of your time and energy. Of course, it also helps that we've done most of the long-term work through planning!

Ongoing
Planning

Adapting your plan to life changes
While we try to make our financial life planning process as thorough as possible, life always throws curveballs. Maybe your career changes, or something else happens that could affect the trajectory of your finances. That's why we can work with you on an ongoing basis to make sure your strategy adapts to any life changes

Complimentary First Meeting

We offer a 100% complimentary first meeting to go over our services and see if they’re the right fit for you. Interested? Get in touch with us today!

Start the Journey

Resources

Helpful tools and resources to get started on your financial journey

The Fundamentals
I play a lot of Magic: The Gathering. If you know me, this is not a surprising fact at all. I bring…
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Get Two Chapters Free!

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of my book “A Gamer’s Guide to Money” for free!

Strategic Alliances

We select quality organizations to align our firm with. These are some of the vendors that we use.

Level Up Your Financial Skills

Ever wish your finances were more like a video game? It’s dangerous to go alone! Take this book. A Gamer’s Guide to Money connects the stale world of financial planning to gaming in a meaningful way to help you level up your financial skills.

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For the benefit of no commissions or transaction fees, fully digital account opening, a large variety of security options and complete integration with software tools, Open World Financial Life Planning utilizes Altruist Financial LLC, an unaffiliated SEC-registered broker dealer and FINRA/SIPC member, as the introducing broker to Apex Clearing Corporation, an unaffiliated SEC-registered broker dealer and FINRA/SIPC member, as the clients’ custodian. Open World Financial Life Planning does not receive any research or other soft-dollar benefit by nature from its relationship with Altruist Financial LLC, nor does Open World Financial Life Planning receive any referrals in exchange for using Altruist Financial LLC as a broker dealer.
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