Storybook Financial is a financial planning firm with investment management services. We are based out of Coralville Iowa, but work with those across the nation through our robust virtual presence. While we work with everyone, we have learned that real heroes don’t wear capes, they wear scrubs. We are passionate about providing all healthcare heroes a dedicated partner in their unique financial and personal challenges. Our firm has really been designed with the young working professional in mind. Instead of worrying about how much money we can manage, we focus on your financial plan where we decrease anxiety and unlock freedom to live life the way you want. Our flat planning fee allows us to work with young professionals that haven't saved much yet and the DIY types that just want to do the investing themselves.
We are focused on building genuine relationships and helping our young families experience more fulfilling lives. Our goal is to remove the complexities of your financial life and build a foundation of easy to understand solutions. We’ll bring simplicity, understanding and clarity to your biggest financial concerns so that you can continue to make a positive impact on the world around you.
Inspired by our founders daughter, Mila, who is living with Cystic Fibrosis and truly loves storytime and adventures, we’ve come to realize that everyone has a unique story to tell and passions to guide them as they work towards reaching their goals. By gaining an understanding of your story and where you come from, we aim to help you live out your dreams and the aspirations you have for yourself and your family. It's our greatest joy to see someone realize what their story can be. In addition to helping healthcare heros, we are a social enterprise focused on giving back to the cystic fibrosis community. What adventure does your story hold?