About My Practice
Falcon Financial of Oklahoma, LLC is dedicated to providing low-cost comprehensive financial planning and ongoing portfolio oversight in a personalized manner.
We clearly articulate fees in advance and negotiate fees for custom needs. Ongoing portfolio management is available with regular face-to-face updates and additional consultations at client request. There are no 12b-1 fees or commissions and no product sales.
Our primary client relationship is a fiduciary one. Asset allocation and portfolio management is unique to each client and is based on their personal financial objectives. Privacy is upheld.
Financial planning is an intimate, comprehensive process requiring full disclosure in a trusting relationship. We strive to establish a comfortable open dialogue to discover current cash flow, debts, investments, employment, family/special needs, taxes, estate and insurance coverages. A financial plan addressing your stated short, medium and long-term goals and objectives is created. We work with colleagues in the accounting and legal professions to assist in attaining your goals as efficiently as possible.
With over 10 years of experience teaching financial and investing concepts to individuals and groups, Christi has a long history of supporting financial literacy and pursuing financial freedom. Ongoing client education using print and live meetings is one of our hallmarks.
Proficiency in providing financial planning is demonstrated by attaining the CERTIFIED FINANCIAL PLANNER™ mark, a commitment to continuing education, adherence to the CFP® Board Code of Ethics, and experience. At Falcon Financial, we believe all individuals using the title "financial planner" should be a CERTIFIED FINANCIAL PLANNER™ and behave as a fiduciary.
Christi Powell is the current Treasurer of the Central Oklahoma Chapter of the Financial Planning Association. She has served on the local board of BetterInvesting™ for over ten years. She helps train teachers to teach personal financial concepts and teaches investing and retirement planning concepts to groups and professional organizations. She is a graduate of the 2007 FPA Residency Program.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: BetterInvesting teacher and BIVABoard member
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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