The missing piece to your financial peace.
Simplify Your Finances. Avoid Major Mishaps.
Hire a dedicated CERTIFIED FINANCIAL PLANNER™️ as your Personal CFO. Ongoing financial planning and investment management for early & mid career Christian investors & business owners.
A clear path to financial peace.
We integrate the three most crucial decision-supporting tools:
✔️The expertise and intuition of a dedicated CERTIFIED FINANCIAL PLANNER™️
✔️behavior changing financial planning software & technology
✔️a collaborative financial team committed to your success
Swan Capital Financial Planning provides early & mid career Christian investors & business owners with the resources to turn financial decision-making from emotional guesstimates into an exact science.
How Do We Deliver As Your Personal CFO?
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Our Founder
I spent my first 6 years as a licensed financial advisor working for some of the largest wealth management firms in the nation, helping people manage their wealth & retirement plans.
Then in 2020, I walked away from my corporate financial advisor gig to start my own boutique wealth & retirement planning firm.
Your Ultimate Personal CFO
We simplify your finances & help you avoid major mishaps.
Pricing?
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Here’s How We Get Started.
#1 Your Free
Financial Health Assessment Starts With A Phone Call.
We love working with people we know we can help, early & mid-career Christian investors and business owners with a vision for their financial future. We’ll have a 20 minute phone call so we can get to know you better and figure out if our expertise is a match for your needs.
#2 Let’s Meet
In a 45 minute zoom meeting, we’ll ask you to fill out a few pieces of financial info so we can create the first rough draft of your financial health scorecard. We’ll meet to discuss your scores, show you how we help our clients, and help you answer 5 major money questions:
✔️Are you taking the right amount of risk?
✔️Are you using your income wisely
✔️Do you have the right mix of investments?
✔️How much wealth do you need to make work optional?
✔️How can you improve your tax strategy?
#3 Review
With your financial health assessment complete, we’ll share possible next steps, costs, and scope of work. We want to make sure you do what’s best for you, even if that means NOT working with us.
CHANGE
Our job is to help people change, for the better. We want to help you change your financial trajectory for the better.