Book a Call
Meet Aaron
Certified Financial Planner, CHS, B.SC (Hons)
Aaron has a vision - to revolutionize the way people perceive their finances, transforming it from a tedious chore to an exciting part of their life's journey. His approach is refreshingly unconventional, taking traditional financial services and infusing them with innovation and fun. At the heart of his work is a passion to help real people overcome real financial challenges, empowering them to take control and sculpt their financial future. Welcome to the new era of financial planning, the Aaron Buchner way.
Work with aaron.
1
book a call
Start your financial journey with Aaron by booking a call. He's ready to hear from you and kickstart your financial revolution.
2
Initial Consult
Aaron will sit down with you (virtually or in-person), get to know your financial story, and learn about your goals. It's all about understanding you and setting the stage for a tailored, super effective financial plan.
3
Present Plan
Aaron will delve into the financial details and emerge with a plan that's as unique as you. He'll walk you through it, ensuring you're comfortable with each step. No financial jargon, just straightforward strategies that make sense.
4
Monitor and Review
Your financial journey with Aaron doesn't end with the plan. He'll be there, monitoring your progress, tweaking as needed, and ensuring you're on the path to your financial goals. Because at CACTUS, we're all about sticking with you through every step of your journey.
Ready to
take control?
Ok, nobody said this journey was going to be easy, but with Aaron and CACTUS by your side, it's definitely going to be a ride worth taking. So how about it? Are you ready to ditch the financial confusion and embrace your financial freedom? To start, all you need to do is schedule a call. No pressure, no obligations, just a friendly chat about your money and how we can make it work for you. So go ahead, book that call. Your financial future is waiting.
Book a Call with Aaronhe just gets it
What really sets Aaron apart? He's not just a financial whiz– he's also a devoted family man. He understands that every financial decision you make can significantly impact your family's future. This understanding shapes his approach, ensuring that every piece of advice and every strategy he presents aligns perfectly with your family's needs and aspirations. He gets it because he lives it. Every day, he's making financial decisions that affect his own family, providing him with the empathy and insight to guide you confidently on your financial journey. The value of family is ingrained in the very fabric of his financial planning process, as he aims to provide you with the security and prosperity your family deserves. At the end of the day, Aaron Buchner isn't just your financial advisor - he's a partner on your family's financial journey.
Frequently asked questions
What makes Cactus different from other financial planning services?
At CACTUS we offer a personalized, human-centric approach to financial planning. We believe that financial planning isn’t just about numbers, but about understanding your dreams and aspirations, and creating a financial roadmap to achieve them. We pride ourselves on turning complex financial concepts into simple, actionable steps, helping you gain clarity and control over your financial future.
How does the process of working with CACTUS begin?
Our process begins with an initial consultation where we get to know you, understand your current financial situation, and discuss your financial goals. Post this, we analyze your financial data and craft a comprehensive financial plan designed to guide you towards your goals. Our relationship doesn’t end there; we remain as guides and advisors, constantly updating your plan as necessary and helping you navigate your financial journey.
Why Should I Trust CACTUS with My Financial Planning?
We’re not in the business of high-pressure sales. To put it bluntly, we’re pretty terrible at it, and we’re okay with that. Instead of pushing specific products or services, we believe in empowering you to make fully informed decisions. There’s no catch, no salesy chatter, and certainly no bewildering industry lingo. We’re committed to simplifying complex financial jargon, making sure you grasp exactly what we’re discussing. More importantly, our financial plans are tailored to you, and only you. We don’t base our strategies on your bank balance, but on who you are as an individual - your personality, your emotions, your behavior, and your dreams.
