Jennifer has invested a lot of time, money, and energy into herself in order to take her career to the next level. However, lately she's felt the tension of her work, lifestyle, and money on her faith and she's concerned. She simply wants her personal finances to be aligned with her faith, in all aspects.
Michael & Allison love how rewarding and fruitful having a family is but they also realize their personal finances have often taken a back seat. They want the best of both worlds. They want to spend time on the most important things (family, community, Kingdom work, etc.) without sacrificing their personal finances.
Michael & Allison love how rewarding and fruitful having a family is but they also realize their personal finances have often taken a back seat. They want the best of both worlds. They want to spend time on the most important things (family, community, Kingdom work, etc.) without sacrificing their personal finances.
Services
Donovan has worked in the financial services industry since 2011. He founded Storyline Financial Planning back in 2015 after desiring to servce a different demographic and offer true financial planning. Storyline Financial Planning was established as a Registered Investment Advisor (RIA) and must maintain a fidcuary standard of care.
A one-time financial plan is the initial diagnosis for every individual or couple seeking financial guidance. We'll cover the areas below. A comprehensive analysis of your finances through the lens of the fundamental topics listed below. Recommendations will be customized based on your unique financial circumstances and we'll update them as life changes.
Comprehensive Financial Planning is an ongoing service that covers all the areas of your financial life from budgeting & tracking to legacy planning with continual monitoring & updating to reflect your ever changing life. A comprehensive analysis of your finances through the lens of the fundamental topics listed below.
Investment management is a service that involves the active monitoring, review, and maintenance of your investments and investment accounts through a provider selected by Storyline Financial Planning. We'll coordinate your long-term goals, time horizon, and risk tolerance to set you up with an appropriate investment plan that you're confident and comfortable in.
Hourly service is designed for periodic check-ins, review, projects, and situational advice. This service is only for those who've had an initial one time financial plan created by Storyline Financial Planning in the past. You'll receive a summary of the details, notes, and recommendations discussed during our engagement.
Reviews (9)
Peter Trujillo
Jan 13, 2022
Report
Positive: Professionalism, Quality, Responsiveness, Value
I have been with Donovan at Storyline for 5 years. He has improved my financial literacy tremendously throughout this time. He helped me navigate the unknowns of saving for retirement, building out systems for savings, and planning for different phases of professional growth. I would highly recommend his services!
I have been with Donovan at Storyline for 5 years. He has improved my financial literacy tremendously throughout this time. He helped me navigate the unknowns of saving for retirement, building out systems for savings, and planning for different phases of professional growth. I would highly recommend his services!
Christine Eivins
Jan 12, 2022
Report
Wakefield Hare
Mar 23, 2021
Report
Ryan Vanbelkum
Dec 12, 2020
Report
Colin Perrier
Dec 07, 2020
Report
Emily Welz
Jan 10, 2020
Report
I highly recommend DJ as your future Financial Planner. He is trustworthy, honest, and helps you understand your own relationship and bias towards money. He is non-judgmental and helps you set achievable and stretching goals. I have been working with DJ since April of 2018. My view on finances has been completely re-vamped. DJ found practical ways to help me understand financial health. I have since paid off my credit card and student debt. Both of which felt mountainous and looming over me. We made a plan and I was able to pay that off within 18 months. Not only has my day-to-day spending be changed
Alex Zielinski
Dec 29, 2019
Report
DJ has helped changed my mindset about money and personal finances. He is helping me reach my goals of paying off debt, saving for the future and budgeting in a way that doesn't feel overwhelming or unrealistic. The best part of working with DJ is that I feel like I can trust him and I know he truly wants the best for me and my financial health.
Rhonda Blaylock
Dec 14, 2019
Report
We have been working with Donovan for 6 years he helped us set up a Special Needs Trust for our sister. He was helpful, easy to work with and it was easy to access her money when we needed to get her a wheelchair and other equipment. Donovan has been a comfort during this time with his knowledge of investing to keep her money growing and still not effect her benefits. And a personal comfort kowing he had her best interests at heart and wanting to help us, her family.
Doug Porter
Jun 25, 2019
Report
Donovan is a high-quality financial planning professional, who has worked with many individuals and families to set them up on the path for success. He’s a coach, mentor, and trusted advisor in all of life’s many financial decisions. He has helped keep us on track with budgeting, being mindful of where our priorities are around saving and spending and made us more thoughtful in our financial life. Donovan is very easy to work with and loves what he does, which definitively shows through his deep passion for helping his clients. He is truly focused on watching them succeed in all of their financial