facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

 Guiding Medical Professionals Towards Prosperous Futures

Inspired by Life, Committed to You

The Storybook Financial saga began as a deeply personal journey. Our founder, touched by his daughter's resilience in her battle with Cystic Fibrosis, found a deeper purpose - helping medical professionals, like his wife, an accomplished Nurse Practitioner, create the financial futures they aspire for. Our firm is devoted to making your ambitions the heart of your financial plan.

Our Mission

We believe that your financial strategies should reflect your life's narrative and future aspirations. That's why at Storybook Financial, we champion a highly personalized approach, integrating your professional and personal goals into a unique financial blueprint. We cater to the financial complexities that medical professionals often encounter, crafting solutions to help you thrive today while preparing for tomorrow.

Our Expertise

Our founder, a Certified Financial Planner™ (CFP®) and a Registered Life Planner® (RLP®), has a deep understanding of the intricate dynamics that the medical field presents. By working with accredited investors, we leverage our knowledge to transform your wealth into opportunities, guiding you through significant financial decisions, and ensuring you feel informed, confident, and excited about your financial future.

EVOKE® - Your Dreams at the Center

We are passionate believers in the EVOKE® process. We see financial planning not just as a series of figures, but as a medium to bring your dreams to life. By understanding your story, we aim to transform your financial strategy into an exciting journey of fulfillment and success.

Our Fee-Only Commitment

We operate as a fee-only firm, ensuring our advice is always unbiased, transparent, and dedicated to serving your best interests. We don't earn commissions or kickbacks; our sole income is the fees we receive from our clients, aligning our success with yours.

Professional Associations

Our commitment to professional excellence and transparency is reflected in our affiliations and registrations:

National Association of Personal Financial Advisors Profile

Fee Only Network Profile

See our firm registration records.

At Storybook Financial, Your Wealth and Your Ambitions Align

We invite you to embark on this journey with us. Let's build a financial narrative that mirrors your aspirations and helps you make the most of every day. Ready to turn the page to your prosperous future? Contact us to schedule your discovery call today.

Meet Our Founder