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.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.