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Financial Life Planning for Nerds

A Fiduciary Financial Life Planner
Located in Raleigh, NC.

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(919) 605-4174

financial advisor
Financial Advisor

Planning

Your World Map is a comprehensive plan focused on discovering and achieving your main quest.


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Financial Advisor

Investments

Long-term strategies that free you up to focus on your passions.


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Financial Advisor

Education

Free resources to level up your financial skills.


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retirement planning

Financial Life Planning for Nerds

 We offer comprehensive financial life planning for passionate people that want to make a difference. 

Meet Ian Bloom, CFP®

25 AUG

Nerd Finance 1

In this video Ian goes over what Paying Yourself First is and how to go about doing it.

12 AUG

Nerd Finance 2

In this video Ian talks about 401(k)s and some of their features. He also says some nerd things - big surprise.

Fun facts

Investors

57 percent of investors have not set financial goals

People

67 percent of people have no financial plan.

Gut Instincts

77 percent of investors are making decisions on gut instinct.

investment knowledge

20 percent of investors claim that their investment knowledge is very strong.