Jennifer has invested a lot of time, money, and energy into herself in order to take her career to the next level. However, lately she's felt the tension of her work, lifestyle, and money on her faith and she's concerned. She simply wants her personal finances to be aligned with her faith, in all aspects.
Michael & Allison love how rewarding and fruitful having a family is but they also realize their personal finances have often taken a back seat. They want the best of both worlds. They want to spend time on the most important things (family, community, Kingdom work, etc.) without sacrificing their personal finances.
Michael & Allison love how rewarding and fruitful having a family is but they also realize their personal finances have often taken a back seat. They want the best of both worlds. They want to spend time on the most important things (family, community, Kingdom work, etc.) without sacrificing their personal finances.
Services
Frequently Asked Questions
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Donovan has worked in the financial services industry since 2011. He founded Storyline Financial Planning back in 2015 after desiring to servce a different demographic and offer true financial planning. Storyline Financial Planning was established as a Registered Investment Advisor (RIA) and must maintain a fidcuary standard of care.
One-Time Financial Plan
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A one-time financial plan is the initial diagnosis for every individual or couple seeking financial guidance. We'll cover the areas below. A comprehensive analysis of your finances through the lens of the fundamental topics listed below. Recommendations will be customized based on your unique financial circumstances and we'll update them as life changes.
Comprehensive Financial Planning
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Comprehensive Financial Planning is an ongoing service that covers all the areas of your financial life from budgeting & tracking to legacy planning with continual monitoring & updating to reflect your ever changing life. A comprehensive analysis of your finances through the lens of the fundamental topics listed below.
Investment Services
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Investment management is a service that involves the active monitoring, review, and maintenance of your investments and investment accounts through a provider selected by Storyline Financial Planning. We'll coordinate your long-term goals, time horizon, and risk tolerance to set you up with an appropriate investment plan that you're confident and comfortable in.
Hourly
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Hourly service is designed for periodic check-ins, review, projects, and situational advice. This service is only for those who've had an initial one time financial plan created by Storyline Financial Planning in the past. You'll receive a summary of the details, notes, and recommendations discussed during our engagement.
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