Our Approach

Every client brings a story. Whatever your story, our job is to come alongside to understand your situation and where you want your story to end. Open, honest conversations establish a freedom to discover what financial flourishing means to you and your loved ones. Then we help you f as flourish as safely as possible.

Every client is a partner. You have the right to expect our relationship and the plans we design to make sense to you. We encourage you to be assertive and inquisitive. Questions and discussion lead to a better understanding of investments and financial planning. As we work together to determine the best path forward, open-mindedness and dialogue lead to innovative and meaningful solutions. Educating you about the art and science of financial planning, investing, debt management, retirement decisions and so much more empowers you to flourish personally and financially.

We help you retire successfully and then stay successfully retired. You started, we get you to the finish.

Core Principles 

Our relationships are grounded in our belief that humanity was created with inherent dignity, value, and worth. We strive to: respect the value and freedom of all people, demonstrate a concern for justice and peace, promote family and community, exhibit responsible management practices, and practice environmental stewardship.

All behavior is belief driven. We believe in honoring our clients by providing ongoing education, excellent service, and empathetic ears through the highs and lows of life. We preserve your privacy.  

All our planners hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation or are working towards it and are members of the Financial Planning Association. We also serve our communities through volunteering in our chosen non-profit organizations.

We utilize fee-only, independent advice unique to your circumstances and goals. This is the most transparent, respectful way for us to serve you.

Fees

Fees are negotiable under certain circumstances. Fees are billed in arrears on a quarterly basis. Minimum fee is $500 annually. See Disclosure Brochure for full details.

Asset Management

  • 1% on first $500,000 then
  • 0.75% from $500,001 to $1,000,000 then
  • 0.5% from $1,000,001 to $2,000,000
  • 0.4% from $2,000,001 to $3,000,000
  • 0.3% from $3,000,001 to $5,000,000
  • 0.2% above $5,000,000
  • Flat fees available.

Financial Plan Writing

  • $800 to $6,000 (depending on complexity)

Disclosure Brochure (ADV)

 

Christi Powell CFP©, RICP©

Founder and Owner
cpowell@falconfinancialok.com
405.752.7072

Christi is the founder and owner of Falcon Financial of Oklahoma, LLC. Her goal is to help clients achieve their financial and personal goals with as little risk as possible using low-cost, transparent ongoing management.

CERTIFIED FINANCIAL PLANNER© (CFP©) since 2007. Christi also holds the Retirement Income Certified Professional© (RICP©) designation. Her B.S. is in Dental Hygiene, which she practiced for 20 years in four states. She formerly served on the Board of Directors of Washita Capital, a private equity firm in Dallas, TX.

Prior to founding Falcon Financial, Christi interned at Comprehensive Financial Planning, Inc in Oklahoma City. She also served as Director of Christian Education at First United Methodist Church in Oklahoma City.

Christi actively volunteers. She is the past President of the FPA of Central Oklahoma and has been a board member for several years. She also volunteers with BetterInvesting, a non-profit dedicated to educating and empowering individual investors and clubs to be successful long-term investors. She is one of their instructors for local, regional and national events.

In her free time, Christi likes to travel, read, drink coffee with friends and play with her grandchildren.

Brandon VanLandingham CFA, CMT, CFP®

brandon@perissosprivatewealth.com
405.212.9690

Brandon's investment focus is on developing and implementing Core, Tactical, and Dynamic portfolio strategies for institutions, Registered Investment Advisors, and individuals. He is the author of “An Investor’s Guide to Portfolio Strategy Development: Theory, Techniques, & Know-How for Investors and Advisors.” He has also written multiple articles for Stocks and Commodities magazine and Advisor Perspectives. Brandon's goal is to help clients realize their financial vision by guiding them through a comprehensive planning and investment process. 

Brandon has been in the financial industry for 18 years. He graduated from the University of Central Oklahoma with a degree in Finance. He then earned the Chartered Financial Analyst (CFA) designation, the Chartered Market Technician (CMT) designation, and the Certified Financial Planner (CFP®) designation.  He is a member of the CFA Institute and the CMT Association.

Brandon enjoys reading history, economic history, and biographies in his spare time. He and his wife, Patricia, enjoy bass fishing during the warm season and spending time with family and friends.