Flourish Financial Planning

Christian Financial Advisors Who Want You To Flourish

Financial planner in Grapevine, TX (show on map)

5.0

★★★★★

4 reviews

Fee-only, tax-focused financial planning firm encouraging a flourishing life of Biblical stewardship and generosity.

Call (817) 799-7699

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About

Flourish Financial Planning is a fee-only, tax-focused financial planning firm dedicated to empowering Christian families, small business owners, and pastors to use their finances as a tool for a flourishing life. The firm provides comprehensive financial planning, fee-only investment management, tax preparation, and hourly financial planning services, all guided by biblical principles of stewardship and generosity.

Services include holistic financial planning, custom investment portfolios, tax efficiency strategies, insurance analysis, cash flow and goal planning, estate planning, and more. The team comprises CFP® professionals, Certified Kingdom Advisors®, Enrolled Agents, and Masters Degree holders in Financial Services, ensuring competency and ethical standards in financial advice.

Fee-Only model ensuring unbiased advice

Biblically-based financial planning

Comprehensive, holistic approach to financial health

Expert team with CFP®, CKA®, EA, and Masters Degrees

Services

Comprehensive Financial Planning

A holistic approach to financial planning that ensures a comprehensive understanding of your overall financial situation, including investment management, tax prep & planning, retirement planning, insurance analysis, cash flow & goal planning, estate planning, and more.

Holistic Financial Plan Lifetime Projection of Cash Flow and Net Worth Interactive 'What if' Implications Personal Financial Website Debt Strategies Student Loan Analysis Overall Investment Plan Insurance Analysis Employee Benefit Strategies Tax Planning & Strategies Estate Planning Review

Fee-Only Investment Management

Independent and fee-only investment selections with custom portfolios built around your goals, risk tolerance, and outside investments, including quarterly portfolio review and tax loss harvesting.

Independent & Fee Only Investment Selections Custom Portfolios Built Around: Outside Investments, Goals, Risk Tolerance Quarterly Portfolio Review & Rebalancing Tax Loss Harvesting

Tax Preparation

Timely and accurate tax returns filed with advice from professional tax advisors, covering tax preparation services, advice on tax efficiency, and strategies to reduce tax burdens.

Timely and Accurate Tax Returns Professional Tax Advisor Advice Tax Efficiency Strategies Tax Burden Reduction Strategies

Hourly Financial Planning

Independent financial advice to help you make healthy financial decisions, live stress-free, and build wealth over time, covering topics such as life insurance needs, broker's investments & fees, 401(k)/403(b) options, retirement readiness, tax strategies, executive compensation elections, student loan approaches, and immediate action items.

One Free Phone or Video Call to Discuss Scope Estimate & Quote for Engagement Analysis and Recommendations Based on Gathered Information Meeting to Review Findings and Recommendations

Credentials & Certifications

CFP®

CKA®

EA (Enrolled Agent)

Masters Degree in Financial Services

Reviews

Rating

★★★★★

Reviews

"Online appointments"

Frequently Asked Questions

Do you Get Paid to Recommend any specific Products? +

No. We are not swayed by any kick-backs, commissions, or other compensation when providing financial advice. This is called Fee-Only financial planning, and we have intentionally structured our firm this way to ensure that we always have your best interests in mind.

Why Work with A CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)? +

A CERTIFIED FINANCIAL PLANNER™ professional (or CFP®) holds the 'gold standard' designation for financial planning advice. There are many different designations known it is good to know what to look for in your financial advisor. The CFP® designation tests for COMPETENCY and ETHICS in financial planning. Candidates have to go through specific education, experience, and testing requirements over topics including: Investments, Insurance, Retirement, Taxes, Estate Planning, etc. Also, the CFP® requires ethical standards that ensure the practitioner acts with integrity when providing you with financial advice.

Do I have to pay for the first meeting or phone call? +

No, you do not need to pay for the first meeting or phone call. We always want to welcome open conversations with our clients and prospective clients. Call us. Talk as long as you'd like. We're here to listen.

Who do you work with? +

We work with clients that find themselves in a variety of situations, but we primarily work with Christian families because this naturally fits into the type of advice that I give to my clients. All financial situations are a stewardship situation. We are to be good stewards of the resources, gifts, and talents that God has given us, and that is naturally woven into the advice that we give. Does that mean we don't work with clients that wouldn't call themselves Believers? Not at all, Biblical truth and stewardship can apply to all situations as wise decisions.

Do you work with clients outside of Texas? +

We do. We work with clients across the US. For our clients that are not local to the DFW area we utilize video conference calls and screen sharing to go through our financial planning process together.

Who isn't a good fit for Flourish FP? +

If you are looking for a financial advisor to predict the date of the next recession, provide you with the top 10 stock picks over the next year, and find easy ways to earn a quick buck, we are not for you. We are committed to providing long-term financial advice that you can follow, and look for clients that are motivated for following that advice for the long run.