Ian Bloom, CFP® Open World Financial Life Planning

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About Ian Bloom, CFP®

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® designation, 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. Finally, at the end of a yea,r 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 wife and I spend a lot of our time playing games together, using Pokemon Go as a motivator to stay active, and hosting our friends and family for various get-togethers.

Go ahead and book that first meeting to get started! It’s always FREE.

If you’re not so sure yet, and would like to see some examples of my personality or how I work with clients, feel free to check out my YouTube channel. I try to keep to a pretty regular video schedule, so there’s plenty of content available. Chances are if you have a single financial question, I have either addressed it on the channel or have plans to in the near future.

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Ideal Clients

  • Engineering Professionals
  • Gen Y/Millennials
  • Technology Professionals
  • Work/Life Balance

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly fee: $100+/mo with $1200 upfront
  • Flat fee: $500+
  • AUM: 1%

SEC Records

States Registered

  • North Carolina

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