Ian Bloom

Personal Details

Organization: Owner/Financial Life Planner – Open World Financial Life Planning
Name:
Ian Bloom, CFP®, RLP®
Address: 4501 New Bern Avenue, Suite 130, PMB 153, Raleigh, NC 27610
Phone: (919) 200-005

Ian Bloom, CFP®, RLP® is a financial life planner and owner of Open World Financial Life Planning. He started the firm in 2018 after years in the industry under much larger firms. Ian is a financial life planner focused on helping relieve clients of financial stress and worry so that they can focus on the lives they want to live. He strives to combine the financial acumen of a Certified Financial Planner™ with the listening skills and visionary work of a Registered Life Planner® to help couples navigate the financial complexities of the collaborative divorce process. As someone who has been through divorce, Ian is aware that the divorce process is often a complex financial puzzle, but that it can result in the optimal use of the couples’ financial resources if done properly. 

In his role as a financial neutral, Ian assists with the creation of a marital balance sheet, statement of cash flows, and establishing post-agreement budgets. Additionally, he helps facilitate discussion about each individual’s financial interests and the pros and cons of different financial options relating to divorce.