Della Stegall (CFP®, CIMA®, RICP®)
Della Stegall focuses in the
following client markets or areas of practice:
- Business Owners
- Fixed Fee (Subscription, Retainer, etc.)
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Business Owners
- Fixed Fee (Subscription, Retainer, etc.)
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Financial planning is like creating a personalized road map to your financial goals. The financial plan shows you where you're at now, what your destination is, and the best way(s) to get there.
We start the financial planning process with getting a clear view of your financial concerns, your short- and long-term goals, your current financial circumstances, your risk tolerance, and other relevant factors.
We'll gather information and needed documents from you and discuss any "What if..." scenarios you're considering. We'll then analyze your options and based on the results, we'll provide individualized observations and recommendations to help you reach your goals. The process typically requires four meetings with you. We charge a flat rate, and the cost varies by complexity.
Additional Information
I'm also a member of the XY Planning Network and the Fee Only Network, and provide pro bono financial coaching services through Wings for Widows.
For more information or to see regular posts on financial topics, follow/connect with me on Facebook and LinkedIn. (Youtube channel coming soon!)
https://www.facebook.com/Della.Stegall.Professional/
https://www.linkedin.com/in/della-stegall-cfp%C2%AE-cima%C2%AE-ricp%C2%AE-752b33126
Or visit Fruit of the Vine Financial's website: https://www.fruitofthevinefinancial.com/
Outside of work, I enjoy kayaking, Bible study, playing my violin, and spending time with my three grown children and with friends.
Not only do I have the financial education and professional experience, I also bring the knowledge gained from personal financial experience. From sorting all the finances after the death of a spouse, to helping kids through college, to riding the roller coaster of a major recession, and to starting and running a business, I understand the highs and lows that sometimes accompany the numbers. It helps to partner with a financial professional who's been there and can help you through the ups and downs of your life’s journey.
NAPFA Start Date
September 26, 2024
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