Financial Planning

Through planning you can have confidence, feel organized, and use freed up time to focus on what you enjoy. Financial planning is not a one-time event; it’s a process that adapts as your life changes.

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Investment Management

Build an investment portfolio using timeless principles. Keys to success include a disciplined approach and a diversified strategy aligned with your goals and values.

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Stewardship Advising

How you optimize your time, talent, resources, and relationships influences generations to come. A focus on stewardship is designed to help families gain clarity and confidence for impactful, multi-generational planning.

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Thoughtful 3-Step Process

Listen

We learn about your family,
priorities and values.

Plan

We develop a plan and help
you put it in motion.

Guide

We monitor the plan and
adjust as your life changes.


What are the benefits of working with One Degree?

BENEFITS OF ONE DEGREE

Speaking and Media

Looking for an inspiring financial leader at your next event?

We give presentations on creating an impactful legacy, retirement planning, managing your investments, business and family wealth transfer, and more. These topics are excellent for donors, community groups, church groups, or employees.

For more information, to schedule a speaker, or request an interview, complete this form or contact our office at 619-282-3288.

Advanced notice of 45 days or more is appreciated. Please note that we may not be able to fulfill all requests. All presenters are Certified Financial Planners™.

Disclosures

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.

Please contact One Degree Advisors, Inc. at 619.282.3288 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, One Degree Advisors, Inc. does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a One Degree Advisors, Inc. representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

AIF - The Accredited Fiduciary Standard of Care applies to advisory services only.

Audrey Coleman - CA Life Insurance License #0690605
Janice Thompson - CA Life Insurance License #0B67613
Anthony Saffer - CA Life Insurance License #0C43243
Jody Thomason - CA Insurance License #0B40425

Diversification does not guarantee a profit or protection from losses in a declining market.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.