Financial Planner near me

Learn how to manage your money with a personalized budgeting system.

Taking control of your money is one of the fundamental steps in achieving financial stability in today’s economic climate.

Having a budget is an essential part of your financial life.

Our Services

Budgeting strategies

Having a budget is telling your money what to do instead of wondering where it went. Our budgeting strategies are tailored to your specific needs. When it comes down to it, the most important part of creating a financial budget is making sure it’s one that you CAN follow.

Debt Reduction Plans

Trying to get out of debt can be stressful and overwhelming if there is no plan in place to follow. Based on your personality and specific goals, we'll figure out the best debt reduction method to get you out of debt and you'll have an idea as to when you'll finish paying off your bad debts.

Saving Plans

Having a savings plan will help you build an Emergency Fund and a Rainy Day Fund. Having an emergency fund will turn a major crisis into a minor inconvenience. Once we establish those two main funds, we'll focus on you acquiring assets and invest in yourself, or any other financial goals.

How it works

Our process is simple. We’ll start with a “Get Acquainted Meeting” then we’ll move to the “Data Gathering” phase once you decide to engage my services. I will then move to the “Analysis” phase where I will review and develop the appropriate action plan tailored to your unique situation. We’ll then move to the “Review and Discuss” phase where we review the strategies and action plan together. Lastly, depending on which option best suits you, we’ll do the appropriate number of “Follow-up” meetings.

A lot of times we want to focus on all areas of our finances but depending on where you are at in life, some areas require more attention than others. All areas are important but your unique situation will tell you know where your focus needs to be.

 

We DO NOT provide the following services

  • Investments
  • Taxes
  • Risk Management
  • Trusts & Inheritance
  • Retirement Planning
  • Strategies involving cryptocurrency (e.g., Bitcoin)
  • Real estate investment evaluations
  • Student loans
  • Purchasing individual stocks
  • Market timing
  • Credit repair

 

I recommend working with a financial planner if your objectives call for an advisor who provides the services shown below.  However, be ready to pay for their services somewhere in the range of $4,000 to 10,000 for a financial plan and meet the minimum asset requirements set forth by their practices.

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Testimonials

Welcome to LUSAN Money Matters

A financial consultancy dedicated to teaching people how to take control of their money with personalized budgeting systems.

Bookkeeping and Taxes Near Me

Luis Sanchez, PFP

My mission is to inspire you to take control of your money and make sense of your financial future. When you choose to work with me, you will not find a smooth-talking salesperson, instead, you will find a straightforward individual with your best interest at hand. With my analytical skills and my ability to explain complex topics in simple terms, you will get the tools that will enable you to make smart decisions with your hard-earned money.

My Professional Experience

I started my professional career as a design engineer after graduating college with an engineering degree. While I was working as an engineer, I became interested in financial planning after someone tried to sell me products under the idea of “buy term life insurance and invest the difference” without understanding where I was financially. After doing some research, I decided to enroll in the personal financial planning program at UCLA where I received my professional designation in 2005. I wanted to help people by being their financial planner but to do so, I had to work for a major financial planning firm where I quickly discovered that their main business was to sell expensive proprietary investment funds and insurance products. This really turned me off as that’s not what they thought us in the program, but it was what most financial planning firms demanded. Disappointed with the financial service industry, I refocused in engineering and later became an engineering manager where I oversaw over 80 engineers. I later co-owned a restaurant where I managed the finances. I eventually left the engineering world and the restaurant business to focus on my passion, which was, and still is, to teach people basic financial literacy with an emphasis on budgeting.

Throughout the years, I have made good investments as well as some bad ones but none of those would have been possible without understanding my relationship with money.

Feel free to reach out today to see how we can assist you.

All the best,
Luis Sanchez, PFP
Financial literacy is KEY to improving your financial life.

P.S. Hablamos Español

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