The missing piece to your financial peace.
Simplify Your Finances. Avoid Major Mishaps.
Hire a dedicated CERTIFIED FINANCIAL PLANNER™️ as your Personal CFO. Ongoing comprehensive financial planning and delegated investment management for Christian investors and retirees in their 30s, 40s, and 50s.
A clear path to financial peace.
Integrating the three most crucial decision-supporting tools – a dedicated CERTIFIED FINANCIAL PLANNER™️, intuitive wealth management software, and a collaborative financial team – Swan Capital Financial Planning provides Christian investors and retirees in their 30s, 40s, and 50s with the resources to turn financial decision-making from emotional guesstimates into an exact science.
Your Ultimate Personal CFO
We simplify your finances & help you avoid major mishaps.
Our Founder
I spent 8 years working as a financial advisor 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.
The Swan Capital Financial Planning
Onboarding Process
#1 Request Your Free Financial Health Assessment
We love working with people we know we can help, Christian investors and retirees in their 30s, 40s, & 50s with a vision for their financial future. During our intro meeting, we get to know you better to determine if our expertise match your needs.
#2 Review
We use our free financial health assessment as a way to get acquainted, show you how we work, and answer 5 money questions for you:
✔️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 will spend time reviewing our findings and recommendations. We will explain exactly what you can do to improve your financial health.
Your Personal CFO Starts Here
Simplify Complexity
We’ll help you convert your financial chaos into an easy to read scorecard.
Optimize Opportunity
Take advantage of your income, savings, and time so you can invest better & retire comfortably.
Financially Secure Vibes
Balance the financial demands of today with your goals for the future. Your Personal CFO is the missing piece to your financial peace.