How can we help?
Find out how we can help you retire comfortably, and stay comfortably retired.
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
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.
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.
Are you ready for Retirement?
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.
