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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

Resources to level up your financial skills. Home of the "A Gamer's Guide to Money" eBook!


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3 Jan

What is it like to hire me?

Ever wonder what hiring a financial planner is like? We recognize one of the biggest fears is committing to something upfront or being sold, so we designed our process to avoid that feeling. You won't be sold in our process, we'll simply start helping you and show you what working with us would be like.

21 Feb

Why are we fee-only?

Why Are We Fee-Only?: Ian takes a moment to explain why he made the choice to work on a fee-only basis when founding his firm. Curious what fee-only entails? Give this a watch.

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.