Bespoke Financial Planning
(11 Reviews)
Bespoke Planning was designed to serve busy parents and professionals like YOU— to provide guidance and planning during the years you need it the MOST— in your 30's and 40's. Whether you're changing jobs, buying a new home, or saving for your child's college, you don't have to go it alone. Together, we'll get a handle on your personal finances, set clear goals, and keep you on track.
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Highlights
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Sentiment Analysis
I spent many hours searching for a financial advisor who fit our goals, and they paid off many times over.
Both my husband and I have switched jobs in the last few years, and with each big life change we know we can book 30mins to check in with John and talk through our benefits options, investment approach for 401ks, etc.
Despite John confirming that my family's household finances were already in good shape and tidy order, he was still able to find us annual savings that covered the cost of his services 4 times over.
I also appreciate that he is able and willing to explain relatively complex issues to me in a way that I feel comfortable with the various strategies.
He also uses a data driven approach to investing, in which he uses data tested portfolio blends rather than taking a more lazy/generic approach of 60/40 or your age in % in bonds approach.
He's very familiar with FIRE and anything early retirement so it's nice to have an advisor that's already aligned with my goals.
We have found great value in his approach to tackling the big questions - budgeting, taxes, wills, etc.
His ability to break down dynamic financial models into simple, actionable advice for achieving your goals requires a special zone of genius that speaks to his technical excellence and service-led, value-driven approach.
I had previously invested through a bank's mutual funds and wanted assistance with making more savvy investment decisions with my money.
John at Bespoke has been crucial in helping us ensure my husband and I are set up for success when it comes to our finances and more.
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