Frisco Financial Planning, LLC
My financial planning practice is unique in the following ways:
- Christian Worldview: My financial advice stems from a bible-based perspective through the lens of a Christian Worldview. If you are a Christian believer and you want to integrate your finances with your faith, you have come to the right place. I am a Certified Kingdom Advisor (CKA®) and I have extensive training and experience guiding Christian believers in biblically-wise principles of money, possessions, and stewardship.
- Certified: I am a Certified Financial Planner™ Professional and I have knowledge and experience in all areas of personal finance. CFP® professionals are professionally trained in over one hundred inter-related financial disciplines.
- Fiduciary: A fiduciary is a professional who is legally bound to serve the interests of his clients. Many financial providers are not fiduciaries. Frisco Financial Planning is a fiduciary. My advice puts your best interests first.
- Fee-only: I receive no commissions or product-based compensation. I am paid solely and directly by my clients. Just like Doctors, CPAs, and attorneys I charge a fee based on my knowledge and expertise.
- Solo Planner: You work solely with me on all matters related to your financial plan. You won't be handed off to a junior planner or call center rep.
- Location Independent: I work with clients virtually online throughout the entire U.S. It doesn't matter where you live, we can work together.