Carpe Diem Financial Life Planning
Helping you seize the day and secure your future Get Your Free ConsultationMission
Sit beside a diversely experienced Certified Financial Planner who gives holistic financial advice as a fiduciary pledged to advise with your best interests first. As the top Santa Cruz Mountains financial planning firm, I work strictly on an hourly or retainer fee basis to incentivize objective and holistic advice. By refusing any commisions or compensation related to your investments, you can be assured that I am as focused on your life goals, business, tax, and estate planning as I am on how to most wisely invest your money. As a concierge financial advisor, we work together to create a comprehensive financial strategy tailored to your needs and highest aspirations. No more wait times or getting shuffled around by a corporate firm. At Carpe Diem Financial, you are my number one priority.
I serve people in Santa Cruz County and the Santa Cruz Mountains, including Ben Lomond, Boulder Creek, Scotts Valley, Felton, Santa Cruz, and more. Let me help you seize the day with sound financial architecture.
For wisdom with compassion,
Robert C. Arne, MA, EA, CFP, MS in Advanced Financial Planning
CFP #208897
Enrolled Agent #00102250
Financial Accounting
Finding your values with in-depth financial accounting, coaching, and, yes, therapy.
Wisely Diversified Investing
Staying the course of wisdom with superior market strategies and honoring your principles.
Solid Financial Architecture
Calculating optimal returns for your future based on a sound financial foundation.
Financial Planning Articles
Accounting for Your Financial Plan
If income exceeds expenses, you are saving, but if expenses exceed income, you must be begging, borrowing or stealing. (Shutterstock) “In the world of finance, the best accounting is like poetry—precise, impactful and timeless.” — Daniel Adams Every New Year,...
Divorce Planning Challenges
Financial challenges are likely to increase for most post-divorces. (Shutterstock) Stable marriages finance families; financial disputes disrupt. Approximately 43% of first marriages fail in America. As a widower and divorcee—now happily married—I know the extended...
Financial Life Planning and Homelessness
Financial Life Planning and Homelessness JUNE 14, 2024 | PRESSBANNER.COM“171,000 people experience homelessness daily. California is home to… 30% of the nation’s homeless population, and half the nation’s unsheltered population.” —Kushel, Moore, et al., “Toward a New...
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“Carpe diem. Seize the day, boys. Make your lives extraordinary!” – Robin Williams in The Dead Poets’ Society