What is Inbundance Wealth Management?
Inbundance Wealth Management is all about helping people stop wasting, speculating, and gambling with their money. It’s a fresh take on wealth management that focuses on clarity, connection, and purpose. This firm isn’t just about numbers and charts; it’s about transforming how clients relate to their finances, making investing simpler and more meaningful. From retirement planning and 401K strategies to various insurance options like commercial, business, auto, home, renters, motorcycle, RV, ATV, and life insurance, Inbundance covers a broad spectrum to secure financial peace of mind.
The Main Benefit: Planning for Financial Peace of Mind
At the heart of Inbundance’s approach is a clear, step-by-step plan designed to bring calm and confidence to financial decisions. Here’s how it works:
- DISCOVER: A discovery call to see if there’s a fit and if they can help with your unique situation.
- INVENTORY: Digging into how past money experiences shape your current investing mindset and strategy.
- LEARN: Access to powerful education that might just change the way you think about money and investing forever.
- CHOOSE: Picking an investment philosophy that truly aligns with your purpose and goals.
Building Genuine Relationships in a Fast-Paced World
In today’s hectic life, personal attention and guidance feel like a rare luxury. Inbundance gets that. They build client relationships with one simple goal: to provide real, meaningful support. It’s not just about managing money; it’s about understanding the person behind the portfolio. This approach creates a foundation of trust and connection that’s hard to find elsewhere.
The Power Behind Inbundance
Inbundance is more than a wealth management firm—it’s a movement. They believe in the power of words, adventure, connection, and freedom. They climb every mountain, jump every hurdle, and extend hands to lift others up. Their work fosters understanding, creates lasting value, and gives back to communities that matter. They stand for making life simpler, happier, and more fulfilling for everyone, no matter where you’re from or what you believe. Because at the core, they believe in the power of YOU.
Exploring a New Relationship with Money and Purpose
Money isn’t just about numbers; it’s about what it means to you and the life you want to build. Inbundance invites clients to explore a fresh perspective—one where money serves your true purpose, not the other way around. This mindset shift can open doors to prosperity and freedom, making financial planning feel less like a chore and more like an adventure.
Project Impact: Aligning with Sustainable Development Goals (SDGs)
- SDG 1: No Poverty – Helping clients build financial security and resilience.
- SDG 8: Decent Work and Economic Growth – Promoting responsible investing and economic empowerment.
- SDG 10: Reduced Inequalities – Making wealth management accessible and understandable for all.
- SDG 12: Responsible Consumption and Production – Encouraging sustainable financial choices.
- SDG 17: Partnerships for the Goals – Building community connections and collaborative growth.
Investment Advisory and Insurance Services
Investment advisory services are offered through Inbundance, LLC, registered with the States of Oregon and Washington. They only provide services where properly registered or exempt, ensuring compliance and client protection. Clients enter into formal agreements and receive detailed disclosures, including the firm’s ADV Part 2A brochure. Insurance services come through Insurance Masters NW, a DBA of CKIM Investments, Inc., an Oregon LLC, covering a wide range of insurance needs from life to commercial and specialty vehicle insurance. This comprehensive approach ensures clients have both investment and insurance solutions tailored to their unique needs.
