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Financial Planner Boise

A Guide to Financial Planners in Boise, Idaho

You may be looking for how to find a financial planner in Boise, Idaho. Open Advisors is one of the top financial firms in Boise, Idaho. We believe individuals in all stages of life should have access to professional financial guidance. For this reason, we require no minimums. We also use flat fees, so you don’t have to pay us more every time your wealth grows. As one of Boise Idaho’s top financial firms, we offer personalized plans because we believe your financial plan should be as unique as you.

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Boise Idaho, nicknamed The City of Trees, is known as the best city for outdoor enthusiasts. Visitors can enjoy a diverse food and entertainment scene while being just minutes away from 4.7 million acres of wilderness. Families spend countless hours at the Boise Whitewater Park and Natatorium Pool & Hydrotube enjoying water recreation. Loyal Boise State Broncos love watching one the best college football teams in the Northwest play on the iconic blue “Smurf Turf” field at Albertson Stadium.

Perhaps the biggest outdoor attraction in Boise is the Boise Greenbelt, located along the Boise River. The Boise Greenbelt links 850 acres of natural area and parks that run through the city center. The 25-mile Greenbelt offers a variety of cycling and walking paths, as well as abundant wildlife-viewing opportunities.

The famous Boise urban pathway connects to other culturally significant parts of the city, including the Boise State University Campus and the Idaho Anne Frank Rights Memorial. Bikes, strollers, and skates are all welcome on the Greenbelt, but pedestrians always have the right of way.

The diversity of activities in Boise is one of the reasons the city continues to attract new residents every year. The Boise Metro Chamber, Idaho’s largest business-first organization, is one of the driving forces behind the wave of new businesses popping up. The nonprofit collaborates with the Boise Valley Economic Partnership and Boise Convention & Visitors Bureau to promote economic growth, development, and prosperity.

Looking for the best Financial Planner in Boise, Idaho?

Financial Advisor

Choosing to work with a financial advisor in Boise is making the choice to get an expert to help you make the most informed choices about your finances. We don’t have the time to become experts in all of the important areas in life. We depend on the expertise of doctors for our health, dentists for our oral well being, and general contractors to build our homes. Working with a financial advisor gives you the clarity and understanding you need to make the best choices to ensure you get the best outcomes for today and after retirement.

Financial Planning

If you were going to take a long road trip across the country would you set out without a map, GPS, or any kind of direction? No, of course not. The chances you’d get lost are pretty much 100%. A financial plan is like a road map to securing the financial future that you want. It’s a plan that determines where you’re going and how to get there. It changes as your life changes and ensures you’re always heading in the right direction.

Wealth Management

Having a solid financial plan in place is great, but in order for it to get you where you want, you must actively and strategically manage it. A financial plan covers all areas that affect your financial health including, investments, taxes, estate planning, accounting, and retirement. Wealth management is a strategy that ensures you’re making the right choices, adjustments, and ultimately getting the most out of every dollar you earn.

Estate Planning

The first thing to know about estate planning is it’s not only for the rich. Estate planning is for anyone who owns anything and has ever held a job. That covers the majority of working-age adults. Your estate plan ensures that your affairs are settled as you wish after you pass. If you want to have a say in who inherits your hard-earned possessions, minimize family conflict, and protect your loved ones, estate planning is essential.

Financial Planning For Tech Employees

Open Advisors has a special relationship with our Boise tech employee clients. We understand the uniqueness of your industry and the need for financial advice you can trust. Tech employees have a lot of advantages in building and managing wealth through their companies, but may not always know how to maximize the benefits. Open Advisors helps tech employees understand how a Roth 401(k) and Mega Backdoor Roths work, and how to set them up to maximize their savings and build their wealth.

Business Succession Planning

Business succession planning makes sure your Boise company has the right leaders in place should the unexpected occur. When you fail to create a business succession plan it makes your company vulnerable to internal conflicts and even failure. Business succession planning disaster-proofs your business, identifies your most qualified future leaders, creates a structure for sustained growth, and secures your company’s long-term success.

Open Advisors,
Boise Idaho

35 E. Ada Street
Meridian, ID 83642
Phone: 208-490-8378
Mon-Fri: By Appointment

Helpful Financial Resources in Boise, Idaho

Boise Metro Chamber

1101 W. Front St., Suite 100 Boise, Idaho 83702 Phone: (208) 472-5205

The Boise Metro Chamber is Idaho’s largest business-first organization, that advocates for the advancement of business and community. The organization supports members through community events, programs, and partnerships. 

Boise CARES Financial Assistance 

150 North Capitol Blvd. Boise, ID 83702

Boise CARES Financial Assistance helps individuals facing financial hardship due to reduced hours, job loss, or other challenges as a result of the COVID-19 pandemic. 

Boise Small Business Resources 

150 North Capitol Blvd. Boise, ID 83702

Boise city has developed a guide to help small businesses navigate regulatory requirements necessary to open a business in Boise. 

Small Business Association Boise 

Boise District Office 380 East Parkcenter Blvd. Suite 330 Boise, ID Phone: 208-334-9004 Fax: 208-334-9353

The Small Business Association of Boise helps small businesses succeed by aiding, counseling and assisting small business owners through SBA and its resource partners. 

Downtown Boise Association 

101 S Capitol Blvd, Ste 206 Boise ID 83702  •  208-385-7300

The (DBA) is a non-profit 501(c) 6 Corporation that's authorized by the City of Boise to manage the Downtown Boise Business Improvement District (BID).

Moving to Boise:
The Complete Guide

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Frequently Asked Questions

You may be looking for how to find a financial planner in Boise, Idaho. Open Advisors is one of the top financial firms in Boise, Idaho. We believe individuals in all stages of life should have access to professional financial guidance. For this reason, we require no minimums. We also use flat fees, so you don’t have to pay us more every time your wealth grows. As one of Boise Idaho’s top financial firms, we offer personalized plans because we believe your financial plan should be as unique as you.

You probably still have a lot of questions about how to find the right Boise, Idaho financial advisor. We get it. We’ve put together this article to hopefully answer your top questions. If you have more questions after reading this, we’d love to answer them.

What Does a Financial Planner Do?

You probably know a financial planner advises on money issues. But how do they decide on the best way to manage your money? The first thing to keep in mind is that a financial planner does a lot more than advise on stocks and investments. The main goal of a good financial advisor is to build a personalized financial plan to help you achieve your short and long-term goals.

A complete financial plan looks at strategies for investing, saving, budgeting, insurance, and taxes. The plan is designed to be flexible and change as your life changes.

How Do You Create a Financial Plan?

The first step is filling out a financial questionnaire provided by your advisor. They’ll want to get a clear picture of your assets, liabilities, income, and expenses. You will also make notes about your pensions, income sources, and retirement expectations.

Your financial planner takes the information from the questionnaire and starts designing the outline for your financial plan. This financial plan will serve you as a road map for your future. The advisor will create simulations of best and worst-case retirement scenarios to test the strength of the plan. For example, what happens if you outlive your money? The plan will prepare you for all possible financial situations.

After some fine-tuning with your advisor, you can put your plan into action and start building towards the future you want.

Who Should Use a Financial Planner?

Financial planners are for anyone, at any stage in life. You don’t need to have a massive amount of savings to work with an advisor. Everyone who has a job and one day wants to retire comfortably, should work with a financial advisor.

Here are three good reasons to hire a financial planner:

  1. You don’t feel confident planning for your financial future and want professional guidance to build a reliable roadmap.
  2. You’re not motivated enough to do all the work involved to understand finances and build a good plan. You’d rather get help from a professional.
  3. You like managing your money, but see the value in having a professional and unemotional third-party opinion.

How Much Will I Spend on a Financial Planner in Boise, Idaho?

How much your Boise, Idaho financial planner will charge depends on the fee structure they use. At Open Advisors, we charge a flat fee depending on your needs and requirements. Other firms will charge you a percentage of your account balance. The more wealth you accumulate, the more fees they collect.

Are Financial Planners Worth it?

Maybe you’re wondering whether a financial planner is worth it, or if you should just manage your own financial plan. It’s a fair question to ask. But like many complicated things in life, there is not an easy answer. Really, it depends. If you’re thinking to yourself “I need a financial planner,” then you should at least have a free consultation. The majority of financial planners work hard to maximize value for their clients. The right financial planner can not only help you build wealth, but they also help secure your future.

What type of Financial Planners Do I need?

A certified financial planner (CFP) or a chartered financial consultant (ChFC) are both types of financial planner than can help. If you’re not sure what you need help with, the first step is getting a free consultation. A good financial planner will be able to quickly give you an idea of where you’re at, what you need, and how they can help.

Ready to Meet with a Boise, Idaho Financial Planner?

How does the idea of building an accurate financial roadmap for the future sound? If it sounds good, Open Advisors would love to help. Making a plan today is the first step to creating the future you want for tomorrow. Open Advisors work with you every step of the way. You get a unique plan tailored to your specific goals and needs. And remember, your plan is a living plan that changes with your life. Your financial advisor guides you through those changes.

It’s never too early, or late, to get organized and on the path to security.

Put your goals into action!

Schedule a Free Consultation