Donovan Brooks (CFP®, CKA®)
Donovan Brooks focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Millennials
- Cash Flow/Budgets/Credit Issues
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Millennials
Planning Specialties
Donovan Brooks CFP®, CKA® specializes in serving Millennial professionals and Millennials with equity compensation. Those that come to him are wanting to partner with a professional so they can focus on living their great life.
How Donovan helps his clients:
- Budgeting & Cash Flow
- Debt Elimination
- Stock & Equity Compensation
- Employee Benefits Review & Analysis
- Insurance Analysis & Implementation (through outside professionals)
- Tax Review & Planning
- Investment Review & Management
- Retirement Planning
- Estate Planning Review (recommendations & implementation with outside professionals)
- and more!
Also, Prospurpose Wealth is "fee-only" and doesn't charge any commissions. This means that our compensation strictly comes from fees charged for services provided. Our fees are also "flat" meaning that as an ongoing financial planning client you pay a flat fee for financial planning and investment management/advisory.
Professional Associations:
Additional Information
I'm a proud graduate of the Booth School of Business at Northwest Missouri State University and the executive certificate program at the University of Georgia for financial planning.
When I'm not creating financial plans you can typically find me with my family dancing, being goofy, or adventuring. You may also find me creating content for my podcast, The Building Stewards Podcast.
"Yours, O Lord, is the greatness and the power and the glory and the victory and the majesty, for all that is in the heavens and in the earth is yours. Both riches and honor come from you, and you rule over all. In your hand are power and might, and in your hand it is to make great and to give strength to all." 1 Chronicles 29:11-12 (ESV)
NAPFA Start Date
April 22, 2016
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no assurance that you will experience a certain level of results or satisfaction if you
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