John Losen III, CFP® Bespoke Financial Planning, LLC

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About John Losen III, CFP®

Staying on top of your personal finances can be daunting. I get it. Like everyone else, you have a family, a career, and a half dozen hobbies to which you’d love to devote more time.

That’s great! Those are all important things, and you shouldn’t feel guilty about devoting time to those areas of life.

But let’s be honest, it’s easy for your finances to get pushed to the background. Who really wants to spend their very limited free time writing out a budget, much less a five-year plan or a list of life goals!

Do you feel that even if you had a spare moment to contemplate your financial well-being, you wouldn’t even know where to begin?

Perfect! That’s where I come in.

I want to help you de-mystify your finances.

I want to help you get organized. It IS possible to be at peace with your finances. You don’t have to feel like you’re continuously playing catch-up.

Let’s roll up our sleeves together and get started! Why? Because you DO have goals and dreams– and those dreams deserve a fighting chance!

Together we’ll use a systematic and comprehensive approach to develop a plan that is completely tailored to you, to your life, and your needs.

When I launched Bespoke Financial Planning, I knew that it would allow me to serve my clients in the best way possible. I used to work for one of the big brokerage houses that you’ve probably heard of. Through that experience, I realized that I would never be able to give clients my best when I was chasing someone else’s standard of success, whether that was a “sales target” or “revenue goal” or whatever you want to call it.

At Bespoke Planning, my standard of success is simple: to provide a bespoke planning experience that is tailored to each individual client.

I’m not a mass market kind of guy. If you’re looking for a mass market experience, or you’re simply looking for an “investment guy,” I’m not it.

As a financial planner, I truly love helping clients work through their most difficult financial issues so that they can achieve their goals and live their best life. My wife may think I’m crazy because I spend my free time reading through tax guides and countless blog posts on personal finance– but hey, I love what I do. I feel truly blessed to have found a career about which I am so passionate.

I get to see people realize their dreams, mostly by helping them with a lot of the nerdy, nitty-gritty stuff that normal people find to be, quite frankly, super boring. Although the process can be challenging at times, I believe that the results will be richly rewarding!

I want to hear you describe your vision of a meaningful life.

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Ideal Clients

  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen Y/Millennials
  • HENRY

Ways Advisor Charges

  • Monthly Fee

Fee Options

  • Monthly Fee: $100+/mo + $500 upfront

SEC Records

States Registered

  • Michigan

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