Kinetix Financial Planning

At Kinetix Financial Planning, we believe that your financial plan should be as dynamic as your life. As a fee-only Registered Investment Advisor, our mission is to provide authentic financial advice and investment management services to help you create and grow wealth while building financial confidence.

Our Story

Our founder, Travis Gatzemeier, CFP, has over 12 years of industry experience and has been featured in top publications such as Forbes, Fox Business, and more. As a fiduciary, Travis is committed to putting your interests first and providing unbiased advice. Our team, including Koda, our Chief Entertainment Officer, is dedicated to helping entrepreneurs and equity compensation professionals achieve their financial goals.

Our Services

We offer a range of services designed to help you achieve financial success. Our financial planning process is comprehensive and includes cash flow planning, debt payoff strategy, tax planning, employee benefits planning, financial independence, estate planning, college savings, and insurance & risk review. Our business planning services cater to sole proprietors, single-member LLCs, independent contractors, and micro-business owners, helping them optimize their finances and achieve their business goals. Our investment management services use low-cost, advisor-managed investments, and our financial dashboard provides a single place to view all your impactful money metrics. We also offer unlimited support, including monthly check-ins, quarterly reviews, and annual strategy sessions.

What Sets Us Apart

At Kinetix Financial Planning, we believe in the importance of having a dynamic financial plan that adapts to your changing circumstances. We use a 100% digital account opening process, and our services are designed to be flexible and accessible. We're committed to providing personalized attention and support to each of our clients, and our goal is to help you achieve financial confidence and success.