KINETIX- (ki-net-ix) is derived from the word Kinetic, which relates to or results from motion. Financial Planning and Investment Management in motion with your life. As a fee-only Registered Investment Advisor of Texas and serving clients throughout the country, the mission of Kinetix Financial Planning is to provide authentic financial advice so you can create and grow wealth while building financial confidence.
Services
A CERTIFIED FINANCIAL PLANNER professional and the founder of Kinetix Financial Planning. I believe money is a tool that can unlock the optionality of life. My goals are to help optimize your cash flow, grow wealth, and pay less money to Uncle Sam through dynamic financial planning and investment management.
Are you a sole proprietor, single-member LLC, independent contractor, or micro business owner? We understand the challenges you have when it comes to operating a business and entrepreneurship. You wear many hats, and we are here to help you optimize your business, plan cash flows, reduce and pay taxes, manage risks, and create wealth.
Our financial planning and investment management success stories will provide you with an in-depth example of working with a CERTIFIED FINANCIAL PLANNER. We design our process to simplify your financial life, provide accountability, and serve as your financial coach. Money isn't the answer to everything, but a tool that can create financial flexibility and live your own vision.
Your life is constantly is motion and your financial plan should be too. Dynamic financial planning keeps your finances up to date with your life and goals. Together, we build and keep momentum for the long run while providing accountability and serving as your financial coach. You are accustomed to paying for most services through a monthly subscription, so why not financial planning?
Your investments are a catalyst to creating and growing wealth. Investing is about time in the market not about timing the market. We build your investment portfolio for the long run, not as market timers. In the short term, investors can encounter many risks that can hinder their portfolios: volatile markets, bad news, fake news, investor emotions, and the inability to construct an efficient portfolio.
Reviews (4)
Atc Stooge
Mar 01, 2021
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Travis does great work! I've been working with Travis since April of 2020. He meticulously evaluated out financial status and then gave us clear and concise advise. Travis also created a simple and easy to understand financial plan for my wife and I. He has always been available when I had questions. He has reviewed investment documents and vetted opportunities for me. Perhaps the best thing Travis has done for us is helping us keep a clear mindset through the Covid market turmoil. With Travis' guidance we not only protected our 401K but increased it!
Noor Atiyah
Dec 20, 2020
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KFP was great to work with! I heard back from Travis a few hours after reaching out for a CFP consult. He was very transparent about his company's approach to financial planning and answered every question I had (I had a LOT). Kinetix also offers an intial financial assesment (before even signing on with the company). I provided a snapshot of my current financial situation, and a few days to a week later, Travis sent me a very detailed report of what our main talking points will be and made sure that everything I wanted to discuss was also included. He spent over an hour going over the report,
Art
Jul 30, 2020
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John K.
Jun 06, 2020
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I reached out recently with a question on my mortgage and Travis was more than willing to help. He responded with very thorough communications and made sure to take the time to explain different points to consider. Before we entered into any agreements, Travis made sure to fully explain his services and what he could offer as a fiduciary. I definitely recommend Travis and Kinetix for financial planning services.
