Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Ross is an active and passionate believer in serving his community. He is the Pro Bono Director of the Financial Planning Association (Austin Chapter), which partners with community-based organizations to offer planning and guidance regardless of means.
For several years, he has also served as a Volunteer Leadership Team Member at Foundation Communities, providing IRS Volunteer Income Tax Assistance (VITA) to Central Texas citizens.
Ross, Kristin, and Pepper
We have always believed that your story goes beyond your bank account and portfolio.
At Simaris, we prioritize longterm relationships and a uniquely personal approach focused on finding your purpose first, and aligning it to your financial picture through the EVOKE process.
Founded by George Kinder at the Kinder Institute, this is a 5-Phase process for a deeper approach to financial planning. By focusing on the core of your wants, needs, and biggest dreams, we construct a more complex understanding of how to plan for your future. We then use our financial expertise to utilize your current + future assets, to get you exactly where you want to be.
Exploration: an in-depth conversation and opportunity to explore what matters most to you.
Vision: Prioritizing your goals and developing an image for what you want your life to be.
Obstacles: Identifying what's holding you back and how we can tackle them directly.
Knowledge: Connecting your financial picture with your life plan.
Execution: Working together to bring your plan to life, as quickly as possible.
Schedule a free conversation to see if we'd be a good fit to work together.
Ross Patterson founded Simaris Financial in 2019 to help individuals and families discover their true purpose and build lives that are fulfilling, energizing, and meaningful.
Ross was a software engineer before discovering the Kinder Institute and making a major shift in his life through the EVOKE process. Through Kinder he realized his passion for combining Life Planning with financial expertise, and Simaris was born.
Ross spends his free time with his wife, Kristin, his two adult children, and their dog, Pepper.