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Open For Business! Thumbnail

Open For Business!


Hello, Ankeny Financial Planning

I am extremely excited to be able to announce the launch of Ankeny Financial Planning!  It has felt like a long journey over the past couple years as I transitioned careers and came to this point, but I’m happy to be starting the next chapter.  I couldn’t be more excited to start working with families to help achieve their best financial life.  However you found this blog post, I hope I can share a little more background about the goals of the business and how I want to serve clients.

Our Beliefs and Mission

I believe there is a tremendous lack of fiduciary financial advice available to the masses, and I want to do my small part to help fix that.  Fee-only financial planners, like me, are still in the minority, so it can be hard to figure out who is really on your side.  Many consumers are sold commission-based products that are hard to understand and don’t always align with their best interests.  Others don’t have enough assets to meet the minimums of many advisors.  The financial industry as a whole can be complex and difficult to understand, which is why my goal is to be as transparent as possible.  I will put your interests first at all times and work on your behalf to simplify your financial life so you can focus on the things that are most important to you.

My mission is to use the best financial technologies available, combined with a personal touch, to create custom plans for each individual client.  I won’t overwhelm you with a 50 page report or jargon you don’t understand.  We’ll work together to understand your current situation, and then come up with a simple path forward that will continue to be improved on over time.

I want to help clients discover their priorities so they can live their best life with less worry.  I am a big advocate of working towards financial independence and being intentional with money.  This opens up the doors to unlimited possibilities for how you live your life:

  • Retiring Early
  • Budgeting for travel
  • Going part time after having kids
  • Leaving a stressful job for a lower paying one that aligns with your interests
  • Taking a mini-retirement during your working career
  • ??? 

Maybe you are just starting to think more seriously about your financial life.  Maybe you have had a change in situation that has created difficult questions to answer about how to proceed.  Maybe you just want someone on your team for whatever life throws at you, or help prioritizing goals and being accountable to work towards them.  Whatever your goals are, I am interested in developing long-term relationships where we can work together and make progress over time to achieve them.

Where do we go from here?

It's an interesting time to be launching a business in the midst of a pandemic, but I believe people need access to good, honest financial advice now more than ever.  Things will probably be a little different for a while, but I’m set up to take care of any needs virtually.  If you’re a young professional or have a growing family and want to get started on your financial future, feel free to schedule a complimentary meeting with me to see if we’re a good fit.

I look forward to talking soon.