Don Hance Jr., CFP®, EA LifeSighted

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About Don Hance Jr., CFP®, EA

Don Hance, Jr. is a CERTIFIED FINANCIAL PLANNER™, an IRS Enrolled Agent, and the founder of LifeSighted, a fiduciary financial planning and tax prep company centered on helping clients simplify their personal or family finances so they can focus on living a life that they love.

Before starting LifeSighted, Don spent several years working at a firm with a diverse set of retired, high net worth clients. Through the conversations he had with his clients during that time, he learned a great deal about their histories, including how they built and maintained their wealth. Among the trends that stood out the most through those conversations is that many clients wished they had spent more time enjoying the journey of life, rather than pushing off their dreams until retirement. Wanting to make sure that his generation did not fall prey to the same regrets, Don made it his mission to bring life-focused financial planning to those who wanted it, regardless of portfolio size. And thus, LifeSighted was born.

Don holds a Bachelor of Science in Business Administration with an emphasis in Entrepreneurial Studies from the University of Southern California, and his CFP® coursework was completed at UCLA Extension, where he obtained a Certificate in Personal Financial Planning, earning it with distinction. He is the director of NexGen for the Financial Planning Association of Los Angeles and an active member of NAPFA Genesis, both of which are organizations that represent the future of the financial planning industry. In his free time, he regularly takes advantage of the pleasant Southern California weather, playing baseball, softball, and volleyball or enjoying a nice hiking trail or a day at the beach.

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Recently Published

7 Pandemic-Proof Fundamentals of Personal Finance

April 27, 2020

Today we’re going to dive into seven fundamentals of personal finance that have become especially important to focus on during these trying times.

The post 7 Pandemic-Proof Fundamentals of Personal Finance appeared first on LifeSighted.

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5 Signs Your 401(k) Plan is Not Very Good

June 30, 2018

Not all 401(k) plans are created equal. Hidden fees are rampant in today's 401(k) marketplace, and if you have a bad 401(k) plan, you may want to do some research before blindly maxing out your 401(k) contributions. But how do you know that you have a crummy 401(k)?

The post 5 Signs Your 401(k) Plan is Not Very Good appeared first on LifeSighted.

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I Want to Buy a House – How Much Can I Afford?

April 11, 2018

Regardless of whether you rent or buy, housing is likely to be one of the largest expenditures you will have over your lifetime, second maybe only to taxes. Obviously, paying your tax bill feels a whole lot worse than paying your mortgage, which is why we all do our darnedest to minimize our tax liability. Still, making the right housing decisions can have just as much of an impact on your finances, and as a result, other areas in your life too.

The post I Want to Buy a House – How Much Can I Afford? appeared first on LifeSighted.

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Ideal Clients

  • Gen Y/Millennials
  • Tax Planning
  • Technology Professionals
  • Work/Life Balance

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly: $150+/mo
  • Quick Start: $499
  • Hourly: $200/hr

 

SEC Records

States Registered

  • California

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