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Plant Today. Prosper Tomorrow

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our Vision

Cypress Financial Consultants, a premier fee-based financial planning firm that can help you plant today to prosper tomorrow. We believe that it's not only our responsibility to help make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future! Our deep rooted financial plans are developed through a mixed of personal attention and careful financial guidance.

Each plan is designed to meet unique challenges, pursue specific goals, and most importantly, help you grow through the seasons of life. Our goal is to serve our clients first, last, and always.

Our Planning Process

Plant the Seed<br/><sup>Exploration</sup>

Plant the Seed
Exploration

  • Establish a basis for working together
  • Listen and ask questions to understand what is important and what should be accomplished
Take Root<br/><sup>Establish Engagement</sup>

Take Root
Establish Engagement

  • Identify coordination gaps and planning opportunities
  • Provide client planning agenda outline engagement
  • Establish fee and formalize relationship
Develop Foundation<br/><sup>Building Structure</sup>

Develop Foundation
Building Structure

  • Determine short and long-term financial planning objectives
  • Identify current and possible future financial and estate plan risks
  • Create personal balance sheet and income statement
  • Establish customized investment risk provile and areas to improve current investment allocation
  • Determine probability of success for planning objectives
Branch out<br/><sup>Presentation &#38; Expansion</sup>

Branch out
Presentation & Expansion

  • Present comprehensive written financial plan
  • Provide a schedule of implementation
Blossom<br/><sup>Implement &#38; Flourish</sup>

Blossom
Implement & Flourish

  • Go out to the marketplace and help you identify the most appropriate strategies that align with your financial plans and objectives
  • Coordinate the implementation of risk management, investment, tax strategies, estate, and/or business documents
Maintain &#38; Grow<br/><sup>Protection &#38; Longevity</sup>

Maintain & Grow
Protection & Longevity

  • Annual review to determine what adjustments are necessary to maintain your planning objectives
  • Ongoing review of all investment accounts and insurance policies
  • Proactive contact with accountant, attorney and any other member of your financial team
  • Client calendar of events outline contact during the year

What Sets Us Apart

Inspired by the life cycle of the cypress tree, our process is designed to reflect the same qualities of strength, resilience, and longevity the tree embodies. Just as the tree develops over time with deliberate growth and adapts to changing environments, we create financial plains that help you thrive across life's different stages.

Completing our planning process by utilizing the most advanced concepts and tools available will provide enhanced clarity as to what you want to do with your lives and your wealth. More importantly, this will give you confidence knowing that you have done everything in your power to position and plan for the future.

What We Do

First, we provide creative design ideas in the areas of income, estate planning strategies, wealth protection and wealth creation - ideas you may not have previously been exposed to.

Secondly, we coordinate and collaborate with your other advisors, such as your accountant or attorney.

Third, and probably the most important, we act as your catalyst to implement appropriate planning strategies.

How We Do it

THE PLANNING PROCESS

By using the life cycle of a tree as our guiding framework, we ensure your financial journey mirrors its qualities, grounded and flourishing with purpose, and leaving a legacy of lasting value. Our approach is not just about reaching immediate goals but about empowering you to grow and endure with the confidence of a timeless cypress tree.

We utilize the following planning process to help you grow through the seasons of life.

Climb Your Mountain

We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

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