Christopher Wells
CFP®, CKA®, MS
Flourish Financial Planning
Founder | Financial Planner
Christopher Wells
CFP®, CKA®, MS
Flourish Financial Planning
Founder | Financial Planner
Let your money be a tool to live a flourishing life. - Christopher Wells, CFP®, CKA®, MS
A no-minimum, fee-only financial planner located in Southlake, TX, and serving clients across the country.
Christopher Wells is a Southlake, TX fee-only financial planner. Flourish Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Christopher Wells is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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 (CKA®), 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.
When I am not doing financial planning, I enjoy volunteering and leading worship with my wife, Lindsey. We live in Grapevine, TX and attend The Village Church.
Christopher Wells is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We Provide a Holistic Approach to Your Financial Life
Cash Flow and Goal Planning
- Allocating Savings
- Budgeting
- Debt Strategies
- Student Loan Analysis
Tax Planning
- Tax Projections
- Advice on Tax Efficiency
- Reducing Tax Burdens
- Tax Return Review
Insurance Analysis
- Life Insurance Needs
- Disability Insurance
- Health Insurance
- Long Term Care
Retirement Planning
- Withdraw Strategies
- Retirement Investment Vehicles
- Pension Analysis
- When Can I Afford To Retire?
Investment Management
- Custom Portfolio Recommendations
- 401(k) and Outside Holding Advice
- Investment Location Strategies
- Unbiased Investment Advice
Estate Planning
- Estate Document Review
- Estate Structure Review
Who We Work With
Christian Families
When seeking financial advice, it is important to have someone who is on the same page as you. Someone who comes from the same foundation. My foundation is the Bible, and that is the screen that filters the advice that I give. We take the time not only to assess the quantitative parts of your finances, but the qualitative goals, plans, and beliefs in your financial life.
Small Business Owners
You work hard and put a lot of time, resources and effort into your business venture. Sometimes it is easy to neglect your personal financial life in the process of building your business. FFP is here to ensure you're making the most out of the life you've worked so hard for. We help business owners with tax projections and estimated payments, funding goals with uneven cash-flow, and much more.
Pastors
With unique tax situations, along with stressful challenges of understanding where your heart stands around money, FFP is here to help you make wise decisions about your money that are eternally focused. It can be easy to avoid money/finances in order to avoid greed or the root of all evil, but I believe a better worshipful response is stewardship, generosity, and praise for whatever financial situation you are in.
While there is not exclusivity to fitting one of these categories in order to work together, my advice comes from a Biblical and eternal perspective, that meshes well with Gospel-minded Business Owners, Pastors, and Christian Families.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Tax Planning & Preparation
- Comprehensive Financial Planning
- Investment Management
- Cashflow Planning
- Student Loan Analysis
Ideal Clients
- Business Owners and Executives
- Pastors & Christian Families
- Novice Investors
- Growing Families
- Sudden Money Situations
Working Together
- No Minimum Asset Requirements
- No Product Sales
- Virtual or In-Person Meetings
- Clearly Defined Fees
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Christopher Wells is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Christopher Wells is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Christopher Wells is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Christopher Wells is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
Contact Christopher Wells
Office Locations:
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2875 Exchange Blvd
Ste. 110B
Southlake, TX 76092
