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Stop chasing the money and start chasing the passion.

-Tony Hsieh

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Life's too short to hang out with people who aren't resourceful." 

Jeff Bezos

Ivanhoe Sánchez Photo

Ivanhoe Sánchez

Founder & CEO

His journey started sixteen years ago. Accountant, Financial Manager, Sales Director and Consultant for Book Stores in Latin America and the Caribbean -- his previous stepping stones. Four years ago, Ivanhoe decided to take his knowledge and experience with organizations to the Financial Industry, and since then has been helping individuals, families, and business owners make better financial decisions. In an effort to better serve his clients, Ivanhoe ventured out and founded Outright Financial Strategies, an independent financial services firm. Ivanhoe is passionate about serving his community and has held positions on the Board of several non-profit organizations, such as his local Church and Community.

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Financial Services Integrated For You

You likely have several financially strategic pieces in place—you pay taxes, invest at least a portion of your savings, have some insurance, and maybe you have done some estate planning and retirement planning, but chances are each of these pieces was developed independently and at different times in your life. Is it any surprise then that you are unsure if you are on the right track and making all the progress you could be?

To be effective, your financial blueprint needs to be coordinated. Each piece of the financial design needs to accomplish its own specific tasks as well as support the tasks of each other piece. We call this life-integrated financial strategy, and we are experts in this area. We will look at your entire financial picture and help you fit the pieces together properly in order to help get the result you are looking for.

We'll ask you lots of questions, including:

  • What does your ideal life look like? Read more about Goal Setting.
  • Do you know where your money is spent each month? Read more about Cash Management.
  • Are you confident that you and your assets are adequately and properly insured? Read more about Risk Management.
  • Will you be able to retire with the lifestyle you want? Read more about Retirement Solutions.
  • Who is deciding what happens to everything you have accumulated when you die—you or the state? Read more about Estate Planning.
  • Are you funding your child’s education at the expense of your future? Read more about Education Funding.

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While every conversation is different, you should expect to cover some general information and get a sense of what it is like to collaborate with us.