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Christopher Wells, CFP®, CKA®, MS

Founder
Flourish Financial Planning


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Areas of Concentration

Cash Management and Budgeting, Comprehensive Financial Planning, Investment Management, Tax Preparation, Asset Allocation, Debt Management, General Financial Planning, Investment Planning, Life Planning, Small Business Planning, Tax Planning, Young Professionals

Office Location

Flourish Financial Planning
2875 Exchange Blvd
Ste 110B
Southlake, TX 76092

Description

Hello! We are Flourish Financial Planning. A group of tax-focused Financial Planners with a vision to empower Christian families, small business owners, and pastors to use their finances as a tool to live a flourishing life. An eternal mindset and biblical perspective form the foundation of our financial beliefs. It is important to address the heart behind your relationship with money instead of trying to force behaviors or plans. Not only does this lead to better outcomes, it is also Biblically supported by Jesus’ teaching in the Sermon on the Mount (Matthew 5-7) when He emphasizes the motives of the heart vs. outward action. See our Biblical Stewardship and Generosity Guide to see more of what we believe and how it affects our life. In our team of financial professionals, we have the CERTIFIED FINANCIAL PLANNER TM designation (CFP®), Certified Kingdom Advisor® designation, Enrolled Agent (EA), and Masters Degrees in Financial Services. We are a Fee-Only Advisory Firm, meaning we do not get paid to recommend any financial product.

Licensed in these states: TX

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