Details Matter, Even to the Smallest Degree.

Financial Planning

 

Through planning you can have confidence, feel organized, and use freed up time to focus on what you enjoy. Financial planning is not a one-time event; it’s a process that adapts as your life changes.

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Investment Management

 

Build an investment portfolio using timeless principles. Keys to success include a disciplined approach and a diversified strategy aligned with your goals and values.

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Stewardship Advising

 

How you optimize your time, talent, resources, and relationships influences generations to come. A focus on stewardship is designed to help families gain clarity and confidence for impactful, multi-generational planning.

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1

Listen

We learn about your family, priorities and values.

Our 3-Step Process is Simple

2

Plan

We develop a plan and help you put it in motion.

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3

Guide

We monitor the plan and adjust as your life changes.

Speaking and Media

Looking for an inspiring financial leader at your next event? We give presentations on creating an impactful legacy, retirement planning, managing your investments, business and family wealth transfer, and more. These topics are excellent for donors, community groups, church groups, or employees.

 

 

Advanced notice of 45 days or more is appreciated. Please note that we may not be able to fulfill all requests. All presenters are Certified Financial Planners™.

Disclosures

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.

 

Please contact One Degree Advisors, Inc. at 619.282.3288 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, One Degree Advisors, Inc. does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a One Degree Advisors, Inc. representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

 

AIF - The Accredited Fiduciary Standard of Care applies to advisory services only.

 

Audrey Coleman - CA Life Insurance License #0690605

Janice Thompson - CA Life Insurance License #0B67613

Anthony Saffer - CA Life Insurance License #0C43243

Jody Thomason - CA Insurance License #0B40425

 

Diversification does not guarantee a profit or protection from losses in a declining market.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

 

 

 

 

 

Frequently Asked Questions

Is One Degree right for me?

Our clients desire to improve their financial and family life. They appreciate collaboration and professional expertise. They’re often business owners, successful professionals, high earners, and/or accomplished savers. While they may retire from a career, they continue pursuing purpose and fulfillment. One Degree Advisors may be a good fit for you if you value:

 

• a trusted relationship and professional expertise

• delegating financial management to free you up

• guidance through a life transition

• transferring wisdom before wealth to the next generation

• integrating biblical principles into your decision-making

• leveraging money as a tool to accomplish your goals and make an impact for good

 

 

Are you a fiduciary?

As CFP® professionals, we are held to the fiduciary standard for financial planning and investment management.  This is the highest standard of client care and means we place the interest of our clients ahead of our own. For more information on the fiduciary standard, you can visit the CFP Board website.

 

 

What is a CERTIFIED FINANCIAL PLANNER™ professional?

When selecting a financial planner, how do you know you have chosen someone who is qualified, competent, and will ethically help you plan your future?

Most people think that all financial planners are 'certified,' but this is not the case. Only those who meet strict education, examination, experience, and ethical requirements are allowed to use the CFP® certification marks. You can have added confidence the person you choose to help you plan your future is qualified if you choose a CFP® professional.

 

 

Do you only work with people in Southern California?

While headquartered in Southern California, we work with clients all across the country. Every client enjoys the same quality experience by leveraging technology. Phone and video conferences, computer screen sharing, and secure online document storage allow for a seamless experience. We utilize state of the art planning software that allows our clients to see plan projections and the effects of various scenarios to guide confident decision-making wherever they may live.

 

 

How are you paid?

We are compensated through fees for financial planning and investment management services. Payment may occur through a percentage of assets under management and/or flat planning fees for the work we complete for you. If applicable, we also help you secure appropriate insurance tools by independently shopping the marketplace. (In some cases, we may be compensated by the company.)

 

After meeting together and determining if we will be a good match, we will outline a transparent fee schedule.

 

 

 

Who is TD Ameritrade?

TD Ameritrade serves as the primary custodian for our clients’ accounts. They are an independent third-party responsible for the safekeeping of your investable assets. TD Ameritrade provides investing and trading services for over 11 million accounts totaling more than $1 trillion in assets and custodial services for more than 6,000 independent registered investment advisors. Founded in Omaha, NE in 1975, TD Ameritrade is a leader among custodians.

 

 

 

 

 

 

Phone : 619.282.3288

Fax : 619.280.9553

Cut through the noise and make confident financial decisions. Make an impact with your wealth.

Schedule an Appointment