Financial Planning for Engineers:
Five components to consider while drafting your Financial Blue Print
Our San Diego Financial Planning team has developed a white paper displaying why financial planning is different for engineers and how to capitalize on your unique opportunities
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About the author.
Frank Alvarez specializes in providing financial advice and plans to Engineers. As someone who enjoys math and detail-oriented work, Frank recognized his natural fit for working with professionals who value facts and results based on underlying numbers.
Frank earned a bachelor’s degree in economics at San Diego State. He is Bilingual in Spanish and English, committed to offering professional financial advice to a wide range of clients, as well as being a dedicated volunteer in his church’s ministry for the homeless.
What’s inside
What Makes you Different?
Differences in Income
5 Components to build your Financial Blue Print
What Can you Do Right Now
Simple Financial Planning Solutions
Chapter 1
What makes you different?
Engineers have a way of seeing the world a differently when it comes to a lot of things, especially retirement. You may look at the world and try to apply a linear formula to figure out problems, something that is inherent with engineers. The fact is we live in a dynamic world. When you consider the economy there are millions upon millions of input variables. It is impossible to really tell with certainty what is going to happen next with our economy; we see economists on the television all the time with their predictions but rarely are they accurate or consistent. That is because of all those input variables. So, for you to try and apply your education to investing it makes for a frustrating experience.
Chapters
Minutes To Complete Reading
Mastering The 401(k)
Upcoming book!
One of the most powerful tools that an individual can use to build wealth over their lifetime, is unfortunately also one of the most underutilized.
About Us:
Tidemark Financial Partners is an independent wealth management and comprehensive financial planning services firm. Our specialty is developing holistic retirement plans that incorporate your unique employer benefits. Our team is dedicated to the specific guidance that can answer your questions and help provide your family with confidence.
Success for our clients takes a long-term relationship, learning about you and your family, your goals, values, both today and the long term. Then applying that relationship to a deep understanding of your specific industry. No matter who you are and what life stage you’re in, we can help you define where you are today and where you see yourself tomorrow.
