Can I retire? Am I paying too much in taxes? What should I do next?
Get clear, written answers from Kevin Jacobs, a CERTIFIED FINANCIAL PLANNER® professional, in weeks, not months.
Schedule Your Initial Call30 minutes, by phone or video. No fee, no obligation.
- One flat fee Paid in three installments.
- Answers in weeks Not months.
- No accounts to move With Financial Planning, your money stays where it is.
- A written plan With clear next steps.
What's on your mind?
Most people call us with one question. The answer usually touches everything else.
Can I retire, and when?
We test your plan against your spending, your income, and a bad market, and compare retirement dates side by side.
Retirement planningWhat if the market drops right after I retire?
We build your income so near-term spending doesn't depend on selling stocks at the wrong time.
Retirement incomeHow do I keep taxes down in retirement?
We map out withdrawals, Roth conversions, and Medicare premiums year by year.
Tax planningShould I take my company's separation package?
We weigh the taxes, your health coverage, and whether you could retire now.
Career transitionsWhat should I do with my RSUs or company stock?
We help you decide what to sell, when, and how to limit the tax bill.
Stock compensationI'm suddenly handling our money. Where do I start?
We help you see what you have, what needs attention first, and what can wait.
Getting organizedWhat you don't have to do
Move your money. With Financial Planning, there's nothing to transfer.
Sign a long-term contract. It's a one-time engagement.
Meet an asset minimum. There isn't one.
Buy a product. We don't sell products or earn commissions.
Prepare for the Initial Call. Just bring your questions.
Pay it all up front. Three installments, with a full refund within five business days of signing.
What you'll take home
Plan at a Glance
Your bottom line on one page.
What We Found
Your biggest opportunities, with estimated effects.
Your Written Plan
The full analysis and our recommendations.
Your Action Items
Prioritized steps, each with a suggested completion date.
Where Things Stand
What's done, what's open, and what's next.
It starts with a 30-minute conversation.
Tell us what's on your mind and any deadlines you're facing. We'll explain how it works and what it costs. If it fits, the next step is a discovery meeting. If not, you've spent half an hour.
Schedule Your Initial CallWho you'll work with.
Kevin Jacobs, CFP®
Owner and Financial Planner
Kevin leads every planning meeting. He founded the firm in 2008 and has prepared tax returns since 2005.
Kelly Payne, FPQP™
Paraplanner and Investment Adviser Representative
Kelly gathers your documents, builds the numbers behind your plan, and keeps the details moving.
Donella Jacobs
Client Service Specialist
Donella handles scheduling and paperwork, so your meetings and forms stay on track.
- Fiduciary. We are required to act in your best interest.
- Fee-only. Our advisory fees are paid by our clients, and we don't earn commissions.
- In person in Tulsa, or by video.
- A public record. Look us up at adviserinfo.sec.gov, CRD 146345.
When your plan is done
Take your plan and go
It's yours to keep, with nothing more to pay.
Ask us to stay involved
Ongoing Planning: we manage your investments at Fidelity and keep your plan current, for an annual fee based on the assets we manage. Accounts held elsewhere move to Fidelity, and we help with the transfer.
You decide at the end.
How Ongoing Planning worksGet The Monthly Brief
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Serving Tulsa since 2008. Family-run practice.
Based in Tulsa, proudly serving families across Green Country and Oklahoma.