01. Our Approach

I serve my clients with hospitality, empathy, and confidentiality. Open, honest conversations establish a freedom to discover what financial excellence truly means to each client. Learn More

02. Core Principles

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

03. Our Process

Fees are negotiable under certain circumstances. Fees are billed in arrears on a quarterly basis. Learn More

How can we help?

Find out how we can help you retire comfortably, and stay comfortably retired.

Contact Us Now About Us

Christi Powell CFP©, RICP©

Founder and Owner

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 serves on the Board of Directors of Washita Capital, a private equity firm in Dallas, TX.

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2019 Annual Disclosure Brochure

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Financial Planning

Real life has real needs and real dreams and needs a real plan. Hope is not a plan. I help you explore your current financial situation and clarify your goals.

 

 

Cash Flow Management

Our questions are designed to identify your lifestyle needs as painlessly as possible.

 

Retirement Planning

Looming retirement, voluntary or forced, is often the main reason people talk with a CFP®.

 

Estate Planning

Using your plan as a guide, we work with a team of estate/tax attorneys to design the estate tools you need to accurately, privately and quickly settle your affairs.

 

Insurance Planning

Whether you are providing for your spouse and children, your business or your estate, insurance needs are analyzed.

 

Tax Planning

We invest with tax consequences in mind, not as a driver of choice but just one aspect of efficient investing.

 

Social Security / Health Care Planning

In this time of uncertainty it helps to have a CFP® analyze your unique Social Security and Health Insurance opportunities.

 

Education Planning

Learn about your available options, their pros and cons and how to fund for college.

 

Asset Allocation Planning

Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.

 

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Are you ready for Retirement?

Riskalyze

Wealth Management

We discuss obstacles, personal and external, and ways to deal with them. We build on positive areas and design a customized plan and strategy to reach your goals as efficiently as possible.

 

 

Wealth Accumulation

We pursue a holistic approach, incorporating all your investments in your plan.

 

Wealth Utilization

It is far harder to handle a portfolio once you start taking money out than it is when you make regular deposits.

 

Learn more about Wealth Management →

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