A Scientific Approach to Financial Advising.
5 Principles Every Scientist Should Know About Personal Finance
The principles of personal finance are broadly applicable, but YOU are unique.
Your specific financial road map is still being charted. This is where science can be helpful.
Science is a process. It is a way to find answers to questions and solutions to problems.
At Kimball Creek Partners we employ processes that focuses on learning the unique goals and preferences of each client. By using our decades of experience, rigorous research, and the principles of good stewardship, we can help align a client’s finances with the things that matter most to them.
As you read "5 Principles Every Scientist Should Know About Personal Finance", consider your own situation.
Do you have a process in place that is helping you reach your goals?
Download your free copy today!
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About the Author
Brock Bennion, Ph.D
I am a Scientist who became a financial advisor. Here’s my story:
I gravitate towards innovation and entrepreneurship. In undergrad, I co-founded a Clean-Tech company thinking that would be my career. Life is never that simple. Less than a year after graduating that company fell apart.
I felt if I had a stronger technical background, I could be a better founder. Plus, I always enjoyed Biomedical Research. So I went back to school and completed my Ph.D training in Immunology. I LOVED it!
Nothing compares to the thrill of discovery! But being a scientist is only part of my identity.
I am also a husband, father 4x, active in my church, and committed to serving in my community. I wanted a career that kept me close to science but allowed me to follow other interests as well. For me, that was helping scientists, and science-minded individuals streamline their financial life so they can focus on the things that matter most to them. Here is how I do that…
A Ph.D is different from other degrees. In a Ph.D. you are expected to create NEW information. Not just learn from a book, but figure out a gap in human knowledge, design a plan to fill that gap, and execute.
In finance, the principles are broadly applicable, but each client is different. What a specific client needs to know is not always found in a book or on google. It is sometimes a gap in human knowledge. And finding good answers, true answers, is something I am passionate about.
