How can we help?
Find out how we can help you retire comfortably, and stay comfortably retired.
We help you get to a successful retirement and then stay retired successfully. We help you answer your questions. Will we have enough to make it? How can we minimize taxes? How can we fund our children's education? Open, honest conversations establish a freedom to discover what personal and financial flourishing truly means to each client. Learn More
We believe humanity was created with inherent dignity, value and worth. Our advice must conform to that ideal. Thus, we provide fee-only, independent advice. This is the most transparent, respectful way for us to serve you. Learn More
Our fee is billed in arrears on a quarterly basis. Fees are negotiable under certain circumstances. Learn More
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.
Investment Advisor Representative
Tarsha started her professional career in the financial services industry where she worked 10 years managing internal audit and compliance. She has a BS in Accounting and enjoys problem solving. Her audit skills led her to a Fortune 500 company where she directed a team in planning corporate forecasts and budgets. Tarsha has a certificate in Financial Planning from Howard University. She is excited to work alongside Christi at Falcon Financial as she fulfills her goal of becoming a Certified Financial Planner.
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.
Our questions are designed to identify your lifestyle needs as painlessly as possible.
Looming retirement, voluntary or forced, is often the main reason people talk with a CFP®.
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.
Whether you are providing for your spouse and children, your business or your estate, insurance needs are analyzed.
We invest with tax consequences in mind, not as a driver of choice but just one aspect of efficient investing.
In this time of uncertainty it helps to have a CFP® analyze your unique Social Security and Health Insurance opportunities.
Learn about your available options, their pros and cons and how to fund for college.
Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.
How and where do we give back? Optimize where and how you give.
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.
We pursue a holistic approach, incorporating all your investments in your plan.
It is far harder to handle a portfolio once you start taking money out than it is when you make regular deposits.