Financial Freedom with a Virtual Twist: John Ensley's Path to Retiring Well

John Ensley, a Chartered Financial Consultant who runs a 100% virtual practice, believes financial planning should start with understanding what you truly want from life. "The very first question I would begin with is what do you want your assets to do for you? What's the vision? What's the design?" says Ensley, who discovered the possibilities of remote work during a sailing trip to Mexico. "I did this whole call, we negotiated this contract... from a sailboat in Mazatlan. And when I hung up the phone, it was like, okay, I need to change some things because this is totally possible." Ensley's approach goes beyond traditional financial advice, focusing on psychological factors that influence decision-making. "My job isn't to tell people what to do. My job is to get them to think," he explains. Through his free Retirement Pathways Analysis at retirewellwithjohn.com, clients can complete the RESA Survey and MyRisk IQ 3D assessment, which analyzes "willingness, ability, and need, the three different levels of risks." This culminates in a one-hour consultation with Ensley. "If someone's a good fit, then maybe they become a client," he says, emphasizing that "if you don't become a client, you still walk away with very valuable information that you can go use however you want to use."

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