Diligently Guiding You
With the Hands-On Service That You Deserve
Healthcare heroes have many characteristics - patience, dedication, attentiveness, ingenuity - but free time is not among them. Whether you’re a pharmacist, physician, dietician, nurse or advanced practice provider, your attention is on your patients, your family and your practice. So when it comes to focusing on your finances, we’re happy to take the lead.
We also want to continuously encourage people to live life fully and to give back to their communities. We always strive to donate 10% of our net income. We enjoy hearing about the causes that drive you. As part of our charitable giving, we will donate 5% of your ongoing planning fees to the charity of your choice at the end of your first year.
After your first year, you will be able to earn additional dollars for your favorite charity by earning Storybook Achievements.
By accomplishing goals you set in any of the following areas, you’ll be in line to receive 1% of ongoing planning fees additional (5% total) that will be donated on your behalf in December:
Having wealth could be unfulfilling, if you don’t build strong relationships with those around you. Your goals are your own, we just assist in helping you achieve them.
Health & Wellness
As your financial planner, we look forward to understanding your personal situation and helping you set very specific goals that relate directly to your wealth and financial picture.
We strongly believe in having adventures and making memories are what make life rewarding. Channel your inner child and find your adventure!
Our philosophy revolves around kindness. We find giving back can be an incredible mood booster and life enrichment activity. We encourage everyone to set goals spreading kindness to others.
Begin Living the Story You Have in Mind
If there is one thing we have learned from the CF community, it’s that life is far too short to put off adventures until “next time.” With the passion of CF warriors to live life fully, Storybook Financial has been developed to encourage those working with us to live out their dreams and biggest aspirations. Don’t let anything hold you back!