Planning your best life

It's not about beating the market, it's about planning for the things you can control.

Planning your best life

It's not about beating the market, it's about planning for the things you can control.

Services

Financial Planning

You'll receive a comprehensive financial plan tailored to your specific needs.  Planning, however, requires action.  You'll also receive access to an advanced online portal to track your progress and coordinate with me to help ensure your goals are met.

Investment Management

Part of executing a financial plan is investing your assets.  You can take my recommendations and execute it yourself, or you could have me manage it for you.  It's not my core business, so I won't push it on you.  I believe that a low cost, passive approach is the best way to achieve long-term goals.

I'm Jon Sycamore...

I'm a CERTIFIED FINANCIAL PLANNERâ„¢ who puts the focus on YOU rather than on managing your investment assets. We work together to develop a comprehensive financial plan that takes into account your whole financial landscape. When you work with me, your financial plan will include actionable advice on all the areas of personal finance (cash flow, insurance, employee benefits, investments, taxes, retirement, and estate planning). I work in downtown Salt Lake City, but more often than not, I work with clients virtually.

Who I Serve

  • Young Physicians
  • Professionals
  • Retirees

You want to get caught up after extensive training

You have large student loan debt

Your time is scarce and want advice from someone who understands your situation

Financial planning in Salt Lake City or Virtually

In-Person

  • Office Located in downtown Salt Lake City
  • Best if you prefer face-to-face interactions

Virtual Meetings

  • Nationwide service for the right demographic, not limited by proximity
  • No need for a babysitter, meet with me from the comfort of your own home
  • Communicate via video conference, phone, or email