Empowering Futures

Financial Literacy and Tailored Retirement 

welcome to the fam

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The Family Difference

At the Finance Fam, we're more than just financial advisors – we're committed partners for life. We provide continuous support through all of life's changes and unique financial needs. Our holistic approach provides personalized guidance with your best interest in mind. With us, you're not just a client – you're family.

FF is an LA based branch of Innovative Wealth Building LLC.

Services

  • Business Planning

  • Early Retirement

  • College Planning

  • Budgeting/ Money Management

  • Real Estate Investing

  • Crypto Investing

  • Investment Management

  • Retirement Planning

  • Investment Management

  • Retirement Planning

  • Estate Planning

  • Tax Planning

  • Insurance Planning

  • "I am looking forward to retirement... I would not have been as well positioned for my next chapter if it wasn’t for them. Their guidance and support made a significant difference in achieving financial security for me."

    Andrea

  • "Over the years, my family's net worth has grown over five times its original value. The professional use of innovative tools, webinars, and individually tailored meetings has ensured our family's financial well-being."

    Bill & Carolyn

  • "Kennah has completely transformed our perspective on money, leading to significant growth in our net worth and guiding us towards early retirement."

    Max & G

We make it easy. Here’s our process.

  • We believe the best partnerships are mutually beneficial. Book a free 15-minute ‘good fit’ phone call with us so we can discuss pain points and goals to confirm we can help.

  • Meet your advisor! We’ll assign an advisor based on your specific situation. This meeting will include intake questions so we can build a unique financial plan that is personalized to your life and goals.

  • We’ll revisit your goals and identifying key findings. Next, we'll delve into the custom recommendations and options tailored to your needs. Together we'll finalize a concrete action plan to propel you towards your financial objectives.

  • Welcome to the fam! In this phase we will insure smooth implementation, schedule follow up meetings, and provide ongoing support!

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