Matt Miner

Hi! My name is Ian Bloom. I started my firm, Open World Financial Life Planning because I wanted to serve other nerds, not sell financial products. I focus on systematizing my clients’ financial lives to reduce their stress and worry, so that they can focus on their passions. As a nerd, I understand what it’s like to have hobbies and priorities outside of the norm. Whether your interests lie in gaming, programming, collecting, or something tamer, my goal is to make your financial life much more simple so that you have less stress and more time to focus on your interests. Life shouldn’t be about scrolling through google searches to solve a complex financial question. Your time should be spent doing the things you love and taking care of the people you care about. My philosophy on financial life planning was shaped through my experience getting my CFP® and RLP® designations, my bachelor’s degree in Psychology, and three years of amazing mentorship in the financial industry. Comprehensive financial life planning with my firm combines the skills I’ve developed through my experience and education, the perspective I have as a nerd and Millennial, and the drive I have to increase financial literacy within my community. I chose a fee-only structure for the firm in order to minimize conflicts of interest and make payment as transparent for my clients as possible. Having no product sales involved means I can focus on the perfect solution for my clients, not getting paid. Working with my firm starts with a complimentary first meeting in which we talk through your values, goals, and finances. If we decide to work together we will gather details on your finances, analyze and prioritize your goals, and eventually arrive at a plan through collaboration. I will help with the implementation of that plan, educating you on the what’s and why’s of each checklist item so that you feel comfortable with the changes. At the end of a year, we will review our progress and reassess the plan going forward. On the personal side of things, my passions lie in gaming. I love tabletop games, trading card games, and video games. I specifically love anything that is geared toward difficult strategic decisions. My passion for gaming is what got me so interested in financial strategies! Go ahead and book that first meeting to get started! It’s always FREE. If you're not sure yet, check out my books on Amazon to learn more about my financial philosophy: https://www.amazon.com/dp/B0FH5P83

Your Trusted Financial Partner and Experience You Can Rely On With over three decades in the financial industry, I've dedicated my career to empowering individuals and families to achieve financial well-being. As a CERTIFIED FINANCIAL PLANNER® Professional, Dave Ramsey Master Financial Coach and Fee-Only Financial Advisor based in Raleigh, NC, I offer personalized guidance and unwavering support, drawing on my extensive experience to navigate the complexities of the market and tailor solutions to your unique needs. Your Financial Goals, My Priority I believe that everyone deserves to feel confident and in control of their financial future. Whether you're saving for retirement, planning for your children's education, or seeking comprehensive wealth management, I'll work with you to develop a personalized plan that aligns with your goals and values. As a Dave Ramsey Master Financial Coach, I also utilize the proven Dave Ramsey 7 Baby Step process to help you build a strong financial foundation and achieve lasting financial peace. My Fee-Only approach ensures transparency and prioritizes your best interests. Comprehensive Guidance for a Secure Future From investment management to retirement planning, tax strategies to estate planning, I offer comprehensive guidance to address all aspects of your financial life. I'll be there every step of the way, providing reassurance, answering your questions, and adjusting your plan as life evolves. Rooted in the Community As a North Carolina resident and active member of the Wakefield Rotary Club of Wake Forest community, I understand the local landscape and can provide insights tailored to your specific needs. Let's Build a Brighter Financial Future Together Take the first step towards achieving your financial goals. Start with a Complimentary Retirement Review: https://app.rightcapital.com/account/sign-up?referral=3c861414-45bc-4056-8e9d-63371f536cf0&type=client&advisor_id=WyovNSEMqImVmkOBpo0ePA Schedule a Complimentary Consultation: https://calendly.com/getaplan/fee-only-initial-consultation Check out my website as I transparently list how I work with clients and post my fees: https://universityfinancialstrategies.com/ Remember: It's never too late to start planning for your future. With 30+ years of experience, a genuine passion for helping others and the tools of a Dave Ramsey Master Financial Coach, I'm here to guide you every step of the way.

I believe professional financial planning should be accessible. That’s why I founded Just Advising, a firm designed to work with young adults and family starters. People who are building their careers, growing their families, and want to be intentional with their money. Many of you might be interested in making a positive impact and want to learn more about ESG (Environmental, Social, and Governance) and SRI (Socially Responsible Investing) investing. This is a space I'm passionate about, too, and will help you figure out how you can get involved. As a flat-fee, advice-only financial planner, I don’t sell any products or charge fees based on your assets. This structure allows me to provide you with advice without asset minimums. My services are designed to address the questions relevant to you. I focus on values-aligned Investing (ESG/SRI), cash flow planning, and money habits. My process involves reviewing how your employer benefits, investments, taxes, insurance, cash flow, and estate plan can work together. You might be young, but an estate plan is for everyone! My goal is for you to walk away from our meetings with a clearer understanding of your financial picture and the options available to you. When I’m not in the office, you can usually find me outdoors rock climbing (attempting to) or indoors, exploring the process of making a great (depending on the day) cup of coffee.

Lucid Wealth Planning ("LWP") was founded to improve the lives of others by helping clients make better-informed financial decisions in both their daily lives and long-term plans. We believe our impact provides added security, confidence, and overall joy in the lives of our clients. Given our focus on clients that strive to improve the world around them, such as Health Care Professionals and Academic professors, we anticipate the ripple effect of betterment to be limitless. Education: B.S.B. degree in Finance Certified Financial Planner™ (CFP®), and Chartered Retirement Planning Counselor (CRPC®), and Certified Student Loan Professional (CSLP®), and Behavioral Financial Advisor (BFA®) Experience: The completion of over 800 comprehensive financial plans for individuals and families since joining the industry in 2006. This includes specialized areas such as student loan analysis, estate planning, tax planning, portfolio management, and cash flow strategizing (to name a few). As a financial planner, my main goal is to help you make well-informed decisions on all financial matters, not just what investments are right for you. I'll always listen to your concerns, devise the best strategy, and treat your financial goals with the same care and interest I devote to my own. I look forward to being your trusted advisor and expert resource as you build a secure, and confident financial life.

Fee-Only Financial Planning for the Federal Agent Community. We Know You…Because We Are You At Valor Wealth Partners, we know that you want clarity over your finances now so that you can have options later. The problem is, there’s so much conflicting noise and chaos surrounding money – and life – that you don’t know where to start. As Federal Agents ourselves, we’ve lived through the financial confusion you’re facing. That’s why we are tenacious in finding solutions unique to the problems faced by Federal Agents. We collaborate with families who are willing to test their mettle and rise against the status quo of overconsumption, needless fears of missing out and confusing financial jargon. We humbly aim to guide you in the footsteps of St. Michael as we offer sage, insightful advice and stand with you in the Battle for Financial Independence. It's time to live the adventure of today...with a plan for tomorrow. Secure your financial home front and Be the Hero for You and Yours!

Mark Little is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He has more than two decades of experience in the financial industry, with 19 years at Fidelity. Mark's approach to financial planning focuses on understanding clients' financial goals, motivations, and preferences. He works closely with clients to develop, implement, and evaluate personalized financial plans that adapt to changes in their lives. Mark's professional experience includes various roles at Fidelity Investments, such as Senior Relationship Manager from 2018 to 2021, Branch Service Manager from 2016 to 2018, Senior Manager from 2008 to 2016, and Manager from 2006 to 2008. Prior to joining Fidelity, he was a Team Manager at Ameritrade from 2001 to 2006. Outside of his professional work, Mark has interests that include camping, food, military service, and soccer.