Is this a way to get me to hand over my investments?

No, Financial Planning is complete on its own, with no accounts to move. Ongoing Planning is optional, and we'll tell you if the plan is all you need.

I'm a little embarrassed about where our finances are. Is that a problem?

Not at all: we don't judge where you're starting. We help you figure out what comes next.

What if we pay for a plan and don't follow through?

Your prioritized action items include clear instructions and suggested completion dates. Working meetings let you act and ask questions; the final meeting reviews progress and open items.

What if my situation is too simple, or too messy?

Ask Kevin whether you need a full plan. If it's complicated, the plan spends more time where it matters most, and the fee doesn't change.

Downtown Tulsa skyline rising above green trees under a warm evening sky.

Can I retire? Am I paying too much in taxes? What should I do next?

Get clear, written answers in weeks, not months. Your planner is Kevin Jacobs, a CERTIFIED FINANCIAL PLANNER^® professional.

Schedule Your Initial Call

30 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.

See the Step By Step Planning Process

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 planning

What 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 income

How do I keep taxes down in retirement?

We map out withdrawals, Roth conversions, and Medicare premiums year by year.

Tax planning

Should I take my company's separation package?

We weigh the taxes, your health coverage, and whether you could retire now.

Career transitions

What 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 compensation

I'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 organized

Start with a plan. Keep us involved if you'd like.

Start here

Your financial plan

Financial Planning: a written plan built around your questions, for one flat fee, with your next steps in order. You act on it yourself, and your accounts stay where they are.

See What's Included

After your plan

Your plan, kept current

Ongoing Planning: we stay involved. Planning meetings offered each spring and fall, year-end tax planning, help with your retirement income, scheduled insurance, estate, and benefits reviews, and investment management at Fidelity. The fee is a percentage of the assets we manage.

How Ongoing Planning works

For Ongoing Planning: Accounts held elsewhere move to Fidelity, and we help with the transfer.

Most clients start with a financial plan, beginning with a 30-minute Initial Call.

Already asked AI?

Bring what you found. AI can explain rules, but your plan weighs your whole situation and puts decisions in order.

What 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.

Schedule Your Initial Call

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.

See What's Included

It starts with a 30-minute conversation.

Tell us your questions and deadlines. We'll explain how it works and what it costs.

Schedule Your Initial Call

Who 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.

Meet our team

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.

Questions people have but don't always ask

See all questions Schedule Your Initial Call

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Serving Tulsa since 2008. Family-run practice.

Based in Tulsa, proudly serving families across Green Country and Oklahoma.