It's what we believe

Simply stated, financial planning means you are in control of your own finances.

Financial resources are a prime concern to all of us, regardless of gender, age, marital or career status. Managing these resources effectively is crucial in an age of financial instability and misinformation, especially through the internet.

In the information age that we live in, we take in so much data and we’re faced with so many choices every second, minute, and hour of each day. However, not all information is relevant nor worth retaining. And to make it more challenging, most of the information we are fed, may not even be accurate. One simple solution, managing personal finance in the 21st century, is to avoid complications and complexities through organization, prioritization, and excess eradication. In other words, financial minimalism.

Not all information is relevant nor worth retaining.

John Pak, CFP | Founder of Otium Advisory Group

We believe in the concept – “less is more.”

It goes by many names. Designers and photographers call it negative space, artists and poets call it minimalism, Marie Kondo calls it decluttering. Call it what you will.

It’s a three-step process:

  • Prioritize level of importance
  • Organize the clutter into two categories: Needed and Not Needed
  • Purge unnecessary, under-utilized items

 

Otium Awaits

If you're ready to start a conversation about your financial life, schedule a complimentary introductory meeting with us today!

Otium Awaits

If you're ready to start a conversation about your financial life, schedule a complimentary introductory meeting with us today!

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