555 Fayetteville St, Suite 300
Raleigh, NC 27601
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Financial Life Planning for Nerds! I focus on providing guidance to nerds who have passions in life and are focused on those passions. My specialities involve simplifying difficult financial concepts and educating nerds through gaming and nerd culture metaphors, cash-flow planning, accumulation, and long-term comprehensive plans.
About Ian Bloom
I am a financial life planner and owner of Open World Financial Life Planning. I started the firm a year ago after years in the industry under much larger firms. Open World was founded with the goal of providing financial life planning for nerds! Before founding my firm, I spent my college career getting a bachelor's in psychology from Appalachian State University. I then joined the profession under my father-in-law. After working with him for just over three years, I found that the larger firm wasn't part of my life plan. As a result, I left to do things the way that I thought was best for my clients. In my personal life, I spend a lot of time with my friends and wife, primarily playing games. My favorites are Magic: The Gathering, The Elder Scrolls V: Skyrim, Teamfight Tactics, Pokemon Go, and a collection of various board games. When I'm not gaming, I enjoy watching professional esports, cooking, and going to the gym (sometimes).
How do you know if we would be a good fit? Open World's ideal clients share these qualities: Passion Nerds are people who have a passion for something, so much so that they sometimes lose focus on other things. That passion could be gaming, engineering, comics, graphic design, or anything else. The key is that you want to DO that thing. Passionate people are fun! Delegators My clients like to offload the financial stress onto me. I am a nerd who is passionate about finance, and good clients are comfortable knowing I’m looking out for them. While I ultimately strive to teach skills and educate, my clients trust me to handle things on their behalf. Caring My favorite clients care about others a whole awful lot. People who care are focused on making the world a better place for those they care about, and that’s inspiring. Whether it’s family, friends, or a specific cause/group of people - the best clients care. Driven Working with people who want to do the minimum is draining. I enjoy working with people who are not only passionate, but are looking to achieve within their life. That does not always mean they want to be billionaires, but it does mean they value the internal feeling of achievement. A Sense of Humor Life is dull if you can’t tell a joke. While we will be working on serious topics and learning a lot about one another, it’s a huge bonus if you can make me smile. A good sense of humor makes life all the more enjoyable.
Open World Financial Life Planning is a fee-only financial planning firm. The primary service the firm offers is an annual subscription arrangement for comprehensive financial life planning. The fee schedule for comprehensive financial life planning ranges from $2,400 to $6,000 a year. The first year is billed half upfront and the remainder in equal monthly payments. If the arrangement carries on beyond the first year, the annual fee is billed monthly.
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