Welcome To Financial Planning, Tailored To You

Together we’ll tame your personal finances and bring your goals within reach

Define Your Goals | Craft A Tailored Plan | See It Through

Book A Complimentary Money Session

Who we serve

See if a Bespoke financial plan is right for you.

Between family and your career, life is a balancing act; you want to make sure everything stays on target.

Busy Parents

SOUNDS LIKE ME

Your career is really hitting its stride and you’re ready to get your finances on track too.

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H.E.N.R.Y. (High-earner, not rich yet)

SOUNDS LIKE ME

Super saver who’s familiar with basic F.I.R.E. strategies and needs help implementing everything.

F.I.R.E. Enthusiasts (Financial Independence / Retire Early)

SOUNDS LIKE ME

More than “just” Investments

Fee-only financial planning for busy parents and professionals. A Bespoke plan is comprehensive and custom tailored to keep you on track while you juggle your busy life, career, and family.

Budgeting & Tax Planning

Is my money going where I need it to go? Am I saving enough?

WORKPLACE BENEFITS

Are my employee benefits and 401k optimized?

COLLEGE PLANNING

What is the best way to fund my child’s education?

INVESTMENTS

Am I diversified? Are my investments low cost and risk appropriate?

RISK MANAGEMENT

Am I adequately protected if a disaster should strike?

ESTATE PLANNING

Will my wishes be honored after I’m gone?

RETIREMENT SAVINGS

What does an ideal retirement look like for me? Am I on track to achieve my ideal retirement?

Modern Planning you can trust

CFP® PROFESSIONAL

The CERTIFIED FINANCIAL PLANNER™ designation means I’m committed to giving you advice you can TRUST. Only 25% of all financial advisors* in the industry can claim this distinction.

FIDUCIARY

Not all financial advisors hold themselves to the highest industry standard. As a fiduciary, I always have the legal and ethical duty to put your interests ahead of my own.

FEE-ONLY

You’re looking for solutions– not a sales pitch. As a Fee-Only planner, I’ll never try to sell you a commission-based financial product, ever. No commissions and no hidden fees. You pay one transparent fee for unbiased advice.

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About Bespoke

LIFE IS BUSY. YOU NEED A PLAN. WE’RE HERE FOR YOU.

Bespoke Planning is a fiduciary, fee-only financial planning firm headquartered in Southeast Michigan, using the latest technology to serve clients nation-wide. We specialize in serving busy parents and career-oriented professionals.

If you’re a parent or a busy professional, finding a financial planner can be tough! That’s because most of the financial industry is busy serving retirees. The problem is: you’re nowhere near retirement, but you need to work on your finances NOW. Well don’t worry! We believe you deserve access to professional financial advice too.

Bespoke Planning was designed to serve busy parents and professionals like YOU— to provide guidance and planning during the years you need it the MOST— in your 30’s and 40’s. Whether you’re changing jobs, buying a new home, or saving for your child’s college, you don’t have to go it alone. Together, we’ll get a handle on your personal finances, set clear goals, and keep you on track.

John F. Losen III, CFP®

be·spoke | adjective | : dealing in or producing custom-made articles; also: made to fit a particular person

At Bespoke Financial Planning, I’ve reimagined the financial planning process. You’ll receive planning that transcends the typical investment-centric advice that you’re probably used to– because your financial life is much more than the sum of your investment accounts.

A bespoke planning experience is what I strive to provide for every client.

Hi, I’m John Losen, CFP® and I’m the founder of Bespoke Financial Planning, LLC.

My proactive, comprehensive approach will help you get in touch with your finances and provide the peace of mind that comes with knowing that your financial life is on track. As a CERTIFIED FINANCIAL PLANNER™ practitioner, I’ll guide you through a process that systematically addresses your most pressing financial questions. Together we’ll tailor a bespoke financial plan that is both personalized and actionable.

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