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Hello and welcome to the Ethosphere! My name is Thomas Windom, owner of Ethos Financial Planning. Thanks for stopping by. My goal with the Ethosphere is to provide you, my readers, with educational content that you can immediately apply to better your financial life. We will explore various topics related to personal finances including, retirement planning, investment management, taxes, insurance, debt management and many more. However, in this first blog post, I’d like to take some time to give you an introduction to Ethos, our mission, our vision and what we’re all about. I hope that this article gives you insight into who we are and why we exist.
When it came time for me to choose a name for my business, I knew that I wanted to pick a name that reflected my approach to financial planning, which is values based financial planning. Values based planning is an approach to financial planning that aims to align a client’s financial strategies and decisions with their core personal values, life goals, and aspirations. It involves a deep exploration of what matters most to a client – beyond financial metrics- such as family, freedom, security, and philanthropy.
The websters dictionary definition of ethos is: the distinguishing character, sentiment, moral nature, or guiding beliefs of a person, group, or institution.
I chose the name Ethos Financial Planning, because I believe that values are the “Ethos” of our identity. As the definition states, they are the guiding beliefs of a person, group, or institution, and should help guide our financial decisions.
While advancements in technology have increased productivity, fueled breakthroughs in health and wellness, given us access to an abundance of information, and enabled us to be more connected. It has come at a cost. There is a war for our personal data, we are constantly bombarded with advertisements, and deciphering the truth in the never-ending barrage of content has become extremely difficult. To add to this, our generation is busier, more distracted, and have more options to spend money on things that we don’t need, than generations in the past. For many, these factors have made personal finances extremely difficult.
Whether it’s Ethos or someone else, a financial advisor can help you cut through the noise, make better financial decisions, and focus on what’s most important to you.
Our mission at Ethos is to help you gain clarity, confidence, and peace of mind with your finances. Our vision is that every client will live an intentional, purpose driven life, that is fueled by their values.
We exist to help you focus on what matters, simplify your finances, and empower you to live the life that you desire.
Let’s stay connected! We hope to be a friendly financial resource to you. Subscribe to The Ethosphere Newsletter at the bottom of this page to get weekly financial insights directly to your inbox.
About the Author:
Thomas Windom is a licensed financial advisor and founder of Ethos Financial Planning, a Registered Investment Advisor with the state of Ohio. Thomas has 9 years of industry experience and holds the series 7 & 66 licenses. He specializes in financial planning, retirement planning, and investment management.
Disclosure:
The information presented in this blog is the opinion of the author and does not reflect the views of any other person or entity unless specified. The information provided is believed to be reliable and obtained from reliable sources, but no liability is accepted for inaccuracies. The information provided is for informational purposes and should not be construed as advice. Advisory services offered through Ethos Financial Planning LLC, an investment adviser registered with the state of Ohio.
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Website disclosure:
Advisory services offered through Ethos Financial Planning LLC, an investment adviser registered with the state of Ohio. Advisory services are only offered to clients or prospective clients where Ethos Financial Planning LLC and its representatives are properly registered or exempt from registration.
The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.
The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.
