No longer in control of your time?
Let me clear out the fog, so you can focus on what matters most and what you do best
Our Services
Ongoing Outsourced Planning
Pass off the time intensive, technical work so you can focus on your clients, grow your business, or add more life to your work-life balance.
One-time Planning Consultation
Define your planning process, find efficiencies, and make it repeatable so you have capacity to add more clients and serve current clients more effectively.
About
Trevor Ausen, CFP®, RICP® is an experienced financial planner. I have worked for BD and RIA firms and specialize in financial plan creation and analysis.
I have experience advising clients with equity compensation, small businesses, rental properties, and retirement withdrawal strategies.