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 excellence truly means to you and your loved ones.

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.

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 $250,000 then
  • 0.75% from $250,001 to $500,000 then
  • 0.5% from $500,001 to $1,000,000
  • 0.4% from $1,000,001 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.

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 past 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.

Tarsha House

Investment Advisor Representative
tarshah@falconfinancialok.com
405.406.3324

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 passion for helping people grow into financial freedom and has voluntarily educated others in personal finance for over 20 years. She is the co-founder of IMPACT Community Church with her husband Randy. As a couple, their motto is “helping others do life better.” Tarsha lives out her passion by volunteering in ministry and believes that helping others become financially independent is an enormous part of her life purpose. Tarsha loves to travel and cherishes time with her two young adult children and her parents.

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.