Approach

Every client brings a story. Whatever your story, our job is to come alongside to understand your situation and where you want your future story to end.

Every client is a person. We know first-hand that sharing hopes, fears, or inexperience can be intimidating. We strive to serve our clients with hospitality, empathy, and confidentiality. Open, honest conversations establish a freedom to discover what financial excellence truly means to each client.

Every client is a partner. You have the right as well as the obligation to ensure our relationship and the plans we design make sense to you. We encourage clients 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.

Core Principles 

We maintain a fiduciary relationship that is confidential, committed to excellence and focused on you. We act as your primary source of integration and collaboration between all your advisors.

All our planners hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation 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.

Asset Management

  • 1% on first $250,000 then
  • 0.75% from $250,001 to $500,000 then
  • 0.5% for amounts over $500,000
  • Flat fees available.

Financial Plan Writing

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

Disclosure Brochure (ADV)

 

Christi Powell CFP©, RICP©

Founder and Owner
405.752.7072

Christi is the founder and owner of Falcon Financial of Oklahoma, LLC.

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.

Prior to founding Falcon Financial, Christi was a junior planner 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 current President of the FPA of Central Oklahoma and has been the Treasurer of the Chapter 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 serves as 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.