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.

Hi, I’m John Losen, CFP® and I am the founder of Bespoke Financial Planning, LLC.

LET’S BUILD A PLAN TOGETHER

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.

A FRESH APPROACH

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.

WHY I DO WHAT I DO

As a CERTIFIED FINANCIAL PLANNER™ practitioner 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 for a meaningful life.

IF YOU WANT TO SEE YOUR BESPOKE PLAN TAKE SHAPE, LET’S CHAT!