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Purposeful Planning
For the Road Ahead

Tailored Steps to Address Your Unique Needs

From the start of our relationship, we’ll prioritize learning about who you are, what you believe and what you need to turn the page of your own storybook. As we move through our onboarding process, we’ll outline your specific goals and vision for the future.

We develop plans that are designed to be proactive and mindful of your unique aspirations. In doing so, we hope to help you prepare for the unexpected while protecting your financial future.

What You Can Expect
When Working With Storybook Financial

Step 1

Diagnostic Call

We take our fiduciary oath to heart. Our goal for the diagnostic call is to get you on a path to answers, even if we aren't the firm that assists you. We begin the call by learning more about you, what assistance you're looking for, and briefly discussing what a great life looks like to you. Once we have this information, we will be in a position to recommend one of our services or another fiduciary advisor.

If our services fit your needs, then we will have an open and transparent discussion about our services and the related fees. As a fee-only advisor, we will always be 100% transparent with how we are paid. We will give you a glimpse of what our relationship would look like and the next steps as described below. If our services are not a great fit, we will assist you in locating another fiduciary advisor that better fits your needs. We generally leverage the XY Planning Network and receive no compensation for referring your business away. We genuinely care that everyone who comes before us finds a solution that suits them. 

Step 2

Time For Us To Listen

We have five meetings over 2 to 3 months as we establish your Financial Life Plan through the E.V.O.K.E. process.




We will have a conversation where you are truly heard and you begin to dream big. This is an opportunity to put all of your goals and dreams on the table. Who are the people that are most dear to you? What are the things that matter most to you?  If you have a partner, you both get the opportunity to be heard.




This is the time where you prioritize your goals and begin to bring them to life. Together, we paint the picture of your life with everything as you want it to be. If you have a partner, you both get your own vision of a great life. We will know if we have it right because you will feel energized by your future.




We'll look at what could possibly get in the way of you living your best life and stepping in the person you are meant to be. By identifying the obstacles and then facing them head on, we're starting to create your EVOKE® Financial Life Plan.




We connect your money with your life. With the clarity of our EVOKE® process as a lens, we use financial planning techniques to align your money with your best life. We also discuss your Goals for Life and the steps that you will take immediately to reach each of them.




Now that your EVOKE® Financial Life Plan is in place, it is time to work together to bring your vision to life as quickly as possible.  From here, Storybook Financial will continue to serve as your fiduciary. We will check in on your progress and be there to help you if you go off course, something changes, or something exciting happens.  

Step 3

Stay Accountable & Breathe Easy

We deeply believe that the value of planning is the process of planning vs. the plan itself. We also monitor your plan so we can make changes as opportunities and challenges arise. We will continue to meet no less than annually to renew your Financial Life Plan, discuss your progress and continue to refine. With your plan in place, and our next meeting set, you can breathe easy knowing that your financial life is being monitored. In between scheduled meetings, we are available questions and major life decisions as they arise.

Flexibility to Adapt to Your Needs

Whether you’re just around the corner in Coralville or across the country, Storybook Financial has the experience and strategies in place to take your finances from “What if?” to “Why not?” with minimum disruption to your busy schedule.

Schedule a Complimentary Meeting