A complete list of active advisors currently associated with Find Your FI
Warmer can help you find a great advisor at Find Your FI or one who fits your needs even better.
Find Your FI is a fee-only financial planning firm that serves individual clients with comprehensive planning and coaching rather than discretionary investment management. The firm provides written financial plans and advice across areas such as retirement planning, cash-flow and debt management, tax and estate planning, business planning, insurance review, and investment analysis. Engagements are organized around a structured, year‑long Foundations program with frequent collaborative planning and coaching meetings and an optional ongoing annual follow-on arrangement; clients remain responsible for implementing recommendations. While the firm may make investment recommendations and favors passive investment principles in its analysis, it does not take custody of client assets or provide portfolio management on a discretionary basis. Distinctive features include the firm’s offering of public and organizational educational seminars and speaking engagements that are explicitly educational and do not provide individualized advice. The firm’s principal holds CFP® certification and a Certified Financial Therapist credential, indicating an emphasis on financial coaching and the behavioral aspects of planning, and the firm operates on a fee-only basis without accepting commissions.
To learn more about the advisors currently working at Find Your FI, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Omaha, NE
| 3
|
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