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Customized Path for Financial Clarity and Confidence

As financial advisors with a focus on serving accomplished medical professionals who are accredited investors, we understand the unique complexities and financial challenges you face. Our approach is tailored, addressing your distinct needs and future aspirations in a manner that reflects your hard-earned success.

What You Can Expect
When Partnering With Storybook Financial

  Step 1

Initial Consultation

Our process begins with a no-obligation, 15-minute Discovery Call. This is an opportunity for us to learn about your unique situation, discuss our services, and determine if we're the right fit for your needs. As fiduciary financial advisors, we ensure complete transparency about who we are, what we do, and our fee structure.

Schedule Discovery

Step 2

EVOKE -  Financial Life Planning

Over the next 2-3 months, we take you through five in-depth meetings as we establish your personalized Financial Life Plan:




We dive into your ambitions, values, and financial goals. This is your opportunity to voice all your financial dreams, considering not just your professional growth but also personal milestones and the legacy you want to leave behind.




Prioritizing your goals, we envision your ideal financial future. If you have a partner, both visions are considered to craft a plan that meets mutual aspirations while catering to individual desires.




Identifying potential hindrances allows us to construct a financial plan resilient to unexpected setbacks. We proactively plan for such obstacles, ensuring your financial security isn't compromised.




Connecting your wealth with your life, we use advanced financial planning techniques to align your finances with your ideal lifestyle. We discuss immediate steps and future actions to start you on your journey toward each goal.




With your Financial Life Plan in place, we work together to bring your vision to life. As your fiduciary, we will guide you toward your goals, adjust strategies as needed, and celebrate your financial victories along the way.  

Step 3

 Accountability & Continuous Support

As your trusted partner, we monitor your plan, adapting it to evolving professional landscapes, personal milestones, and market fluctuations. We generally meet bi-annually to renew your Financial Life Plan and discuss progress. We check in and are available for questions and major life decisions as they arise.

Flexibility to Adapt to Your Needs

Regardless of whether you’re situated in Coralville or anywhere across the nation, Storybook Financial offers tailored strategies to transform your financial "What if?" to a confident "Why not?". We prioritize minimum disruption to your busy schedule as we embark on this financial journey together.

Let's Start Writing Your Financial Success Story

With a strong comprehension of the specialized financial needs of accomplished medical professionals and accredited investors, Storybook Financial is committed to helping you attain financial tranquility and satisfaction. We invite you to book your discovery call today, taking the initial stride towards a prosperous financial future.

Contact us to learn more