Our mission is to empower millennials to feel confident in their financial narrative.  

It can be daunting trying to DIY your financial future. The number of "I honestly have no idea where my money goes" and "what should I be doing with my money?" conversations I've had with friends over the years have been concerning and continues to increase. Over the past decade, I've worked alongside high net worth individuals in the financial services industry, helping preserve their wealth. Now, it's time for me to use my experience and skills so that a younger generation can build wealth.  

 

I want my peers to feel

EDUCATED. EQUIPPED. AND EMPOWERED. 

My peers deserve to:

  • Have a financial coach that gives guidance and holds them accountable to achieve their goals
  • Stop feeling helpless when it comes to their finances
  • Access similar financial planning resources as the clients I have worked with, regardless of their net worth
  • Trust that their financial advisor isn't trying to sell them high-fee or commission-based financial products
  • Have someone that can explain complex financial topics in plain English (or with pop-culture analogies)

 

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...And that's how Narrative Financial began.

Founder of Narrative Financial

Founder of Narrative Financial

 

About ME //

Before launching Narrative Financial, I served as the Director of Global Operations for a leading indexing firm. (Indexes are what ETFs are designed to track. And ETFs are certain investments that will be in your customized portfolio.) Prior to that, I was a Senior Equity Research Associate analyzing energy midstream companies (translation: I told clients which stocks to buy and sell). I graduated from The University of Texas at Austin with a Masters in Professional Accounting and Bachelors in Business Administration from the McCombs School of Business. I am also a Certified Public Accountant (CPA) and a CFP® practitioner.

 

On a personal note //

When I'm not drafting financial plans, you'll find me in my kitchen cooking (semi-updated blog: Tablespoon Of Salt), sweating at GRIT Fitness, teaching life skills at Our Friends Place through the Junior League of Dallas, or trying to purge my husband's free pen collection. I also have a corgi named Bruno who sings.

 

Enough about me. I'm interested in hearing your story. Let's meet!

Who is your typical client?

We serve young professionals motivated to make a change with their finances. Many of our clients feel overwhelmed or lost when it comes to money matters. Some admit they "zone out" when it comes to money. Our clients are looking for an objective adviser to help them avoid common mistakes and make smart financial decisions. 

Is there an account minimum?

Not at all. We believe that financial planning should be accessible to everyone, regardless of net worth. In fact, the people who think they can't afford a financial planner are those who stand to benefit the most from sound financial advice. 

No seriously, I don't have a lot of money. Why do I need financial planning?

That's where we can help! Think of us more like your financial coach. Whereas a financial advisor manages wealth you've already built, a financial coach will help you build wealth. We focus on issues such as budgeting, debt, saving, credit, paying for college, taking advantage of tax-advantage accounts and living within your means. We're here to help you not be a slave to money and start living life on your own terms. 

Can't I do this myself?

Of course you can. But first, consider the risks. The idea of DIY sounds wonderful, until you're left with empty bottles of spray paint and a patio chair that still doesn't function, or you're left with a toilet that leaks more than before you tried to fix it and decide it's time to call a plumber. A botched DIY patio chair can always be thrown out and a new one can be bought. In a few hours, a plumber can (usually) fix the situation. Some financial blunders occur over time and once discovered, the fix may not be as simple or immediate. With our financial planning services, we examine your entire financial situation, identify exposure to financial risks, and provide recommendations to best achieve your goals and objectives.

How are you paid?

Our business model is called "fee-only." This means we do not accept commission based on product sales, so you don't need to worry about conflicts of interest. Instead, we are paid only by our clients, either for financial planning services (monthly fee) or for investment advisory services (based off a percentage of invested assets).