About Grant Bledsoe, CFP®, CFA
Hi, I’m Grant Bledsoe.
I work with business owners & entrepreneurs across the country. I find that many business owners devote all their attention and energy to building a successful business, but all too often they neglect their personal finances in the process. I help my clients conceptualize their ideal life, and then help them arrange their business and financial puzzle to achieve it.
To do this I offer a few different services: comprehensive financial planning, investment management, and retirement plan management.
These services cover the spectrum of challenges that business owners typically face:
·Building consistent cash flow to support your lifestyle
·Minimizing your personal and business tax liabilities
·Protecting your personal and business assets against liability
·Protecting your business against death, disability, or departure of one or more key people, including yourself
·Structuring your business in a way that supports & builds your personal wealth and ideal life
To give my clients the best experience possible, I try to incorporate the best technology into my practice. My clients have 24/7 access to their financial plan and all their important documents, along with a real time account dashboard through our online planning interface. This helps my clients tie up all their loose ends and consolidate their financial life into one comprehensive interface.
I’ve also developed a proprietary planning process I call Confidence in Advanced Planning. Over the course of three meetings, I help my clients chart a course from where they are today to wherever it is they’d like to go in the future. Throughout the process we assess their financial strengths & vulnerabilities, answer any lingering questions, and give them a step by step guide that will give them a very high chance of success. I offer a satisfaction guarantee on this plan, meaning that you pay nothing if you don’t find it worth your time.
In case you’re wondering, here’s a little more about my background:
I started my career in finance at Charles Schwab after finishing my MBA, working on their institutional securities lending desk in both Denver and San Francisco. After seven years, I realized I wanted to help people more directly in an unbiased setting as a fiduciary. To do this I launched Three Oaks Capital Management and structured it as a fee-only registered investment advisory firm. I’m not compensated by anyone but my clients directly, and am legally bound to act in their best interests.
On paper I hold the following credentials:
·CERTIFIED FINANCIAL PLANNER™ (CFP®)
·Chartered Financial Analyst (CFA)
·MBA from Ithaca College, concentrating in finance
·B.S. in Applied Economics, also from Ithaca College
On a personal note, I live in Sacramento, CA with my wife Megan and son Ben. I’m a huge fan of the Seattle Mariners (and baseball in general), and love spending time outside & exploring the outdoors in our area.
If you’d like to chat about your financial situation, feel free to book some time on my calendar: http://www.meetme.so/
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- Business Owners
- Business Planning
- Gen X
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
- Monthly Retainer Fee: $250/mth
- Comprehensive Planning Fee: $2,000
- AUM: 0.75%