The Beauty of Finance

Marguerita Cheng |

The inherent beauty of the financial planning is its applicability to all people. Financial planning is global, and it transcends cultural, social, and wealth boundaries. Blue Ocean Global Wealth recognizes this increased demand for qualified advice. The foundation of the Blue Ocean Global Wealth culture is education. We foster an education-based culture that values how knowledge, skills, habits, experience, and wisdom are transferred amongst our clients, team, and the global community.

Our Blue Ocean Strategy is education. Recognizing the ambiguity now facing Americans after an erosion of trust in the financial services industry, we develop education programs:

  • We educate clients though our integrated financial planning process.
  • We educate regulators and policy makers, serving as a voice for those that don’t have one.
  • We educate allied professionals by delivering Continuing Education (CE) programs for CFP® professionals, CPAs, Attorneys, and Business Owners.
  • We educate at colleges and universities to help identify and develop tomorrow’s financial planning industry leaders.

The Beauty of Finance helps you discover financial confidence and empowerment. Our goal is to help you gain clarity, confidence and control of your finances. Financial planning is the foundation of every relationship. Confidence can come from simplicity – a powerful concept when applied to personal finance and money management. For example, when we demystify complex investment, tax, retirement, and estate issues, you feel more confident about your financial situation. You may not be able to control stock market volatility or interest rate fluctuations, but you can control how you plan for the future. Financial planning provides direction and guidance, which can ultimately increase your financial confidence. When you feel confident, you feel more in control.

The Beauty of Finance will provide context and knowledge across financial planning and wealth management disciplines. Through interviews and collaboration, our blog will also highlight compelling people whose expertise and experience can benefit you. Integrated financial planning permeates every aspect of our lives. The impetus for creating The Beauty of Finance is to share valuable insight with you and your family. We may feature resources for caregiving, fashion or fitness in one blog post, and offer strategies about health, resilience, and back to school trends in another.

We engage, educate and empower our readers with financial confidence.

Happy Reading and Thank You for visiting!

Blue Ocean Global Wealth intends the contents of this article will be viewed for informational and educational purposes only. The information in this article is not intended as tax, legal, or investment advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and information provided are for general purposes only, and should not be considered a solicitation for the purchase or sale of any security or investment.

Images, content, and published articles are for reference and illustrative purposes only. Under no circumstances should any image, logo, content or article be viewed as an endorsement. This article is for educational purposes only. Under no circumstances should the information provided herein be relied upon as legal, tax, or investment advice.