About 2017-07-28T04:32:04+00:00

About Us.

MEET OUR FOUNDER

“Easy, affordable and for everyone. The way financial planning should be.”

                                                                          -Michael Anderson

MICHAEL ANDERSON, CFP
MICHAEL ANDERSON, CFPFounder / Financial Advisor

Growing up, my parents didn’t have a plan for their future or even their next thirty days. It was a hand-to-mouth effort each month – one that I vowed not to repeat.  My dad always encouraged me to do better than he was able to. When I left for college, I took his encouragement to heart: My goal was to not only do better for myself and my family, but to help others do the same.

I became a Certified Financial Planner (CFP) in 2010 and have been helping individuals and families manage their finances ever since. Solid financial management has had a huge impact on my life, and I find it incredibly gratifying to help others in this way. What I like even more is how financial services have become more accessible to the entire population. Technology has positively disrupted the financial services industry and I have made it my passion to embrace these changes and pass the savings onto you. Traditionally pricey offerings are now much more affordable.

Outside of the office, I love spending time with my wife, Annie, and our three boys. We live in Ventura, CA.

Get Started Today

We can help you get your investment account started today.   

Or we can set up an appointment to discuss your financial planning needs.  

Book an appointment and we will reach out to you.  

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Financial Planning Services

When you have a Financial Plan built for your family, it’s important to have someone that is trustworthy, on your side (a fiduciary) and has experience.  Our financial planning process starts with 12 Principles of Personal Finance and 6 Key Areas of Concern.  We work closely together for 2-3 meetings and deliver two custom financial plans specific to your circumstances.  Cost: Our initial consultation does not have a fee.  But if we decide to work together it will be an “On-Track” or “Stewardship” package. They are $500 or $2500 and the difference is based on time/complexity with your planning needs. 

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Advisory Services

Our investment strategy allows for the client to delegate the responsibility to us, collaborate with us or do it yourself.  We are open to work with each client to find the “best fit” for how to manage assets.   The Active and Passive strategy is one in which we will select low cost ETFs, stocks, mutual funds, bonds, CDs, fixed notes and savings accounts for an initial investment allocation.  We will also determine an investment policy for how to manage the process of making changes to the portfolio.

We have built a strategy for clients that like low cost passive management. We have models that are diversified using ETFs. We will recommend a specific model for you based on your answers to our questionnaire.  This option is low cost and is very easy to set up. Most clients simply click on the “Get Started” link, it takes 10 minutes to have your account open & set up.

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Fees for Our Initial Consultation
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Commissions for Products Sold
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Referral Fees or Kickbacks
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Commitment or Obligation