Frisco Financial Planning

Frisco Financial Planning LLC is a unique and comprehensive financial planning firm based in Frisco, Texas. Founded in 2004, we proudly serve individuals throughout Texas and across the United States. Our mission is to empower clients to achieve financial freedom and live purposeful lives by providing personalized financial planning and guidance.

Our Core Beliefs and Values

At Frisco Financial Planning LLC, we believe in:

• Christian worldview: Our financial advice is guided by biblical principles, respecting the sanctity of money and aligning financial decisions with faith.
• Fiduciary responsibility: We are legally bound to prioritize your best interests and act with integrity and transparency.
• Certification: Our team holds professional certifications, demonstrating expertise in various financial disciplines.
• Fee-only model: We receive no commissions or hidden fees, ensuring our motivations are aligned with yours.
• Virtual practice: We embrace technology to offer a convenient and accessible planning experience, regardless of your location.

Services Offered

Our comprehensive services cover all aspects of personal finance, including:

Retirement Planning

• Developing tax-efficient retirement plans
• Maximizing employer-sponsored plans
• Optimizing withdrawals and conversions

Investment Planning

• Developing and implementing personalized investment portfolios
• Risk management and diversification strategies
• Performance monitoring and review

Financial Planning & Analysis

• Budget and expense analysis
• Net worth assessment
• Retirement and investment simulations
• Comprehensive financial plans tailored to your goals

Additional Services

• Charitable giving and stewardship guidance
• Education funding planning
• Employee benefits review and optimization
• Insurance evaluation and coverage recommendations
• Estate planning and legacy considerations

Our Commitment to Clients

We believe in building meaningful relationships with our clients. We take the time to understand your unique financial situation, goals, and aspirations. We also provide personalized guidance, regular communication, and ongoing support throughout your journey.