Kade Hammes
CFP®
Storybook Financial
Owner / Financial Planner
Kade Hammes
CFP®
Storybook Financial
Owner / Financial Planner
I prioritize listening above all else. Your personal priorities are by far the most important component of any meeting. Only in truly hearing you will I be able to assist in helping you to maximize your lifestyle throughout your entire life. - Kade Hammes, CFP®
What adventure does your story hold?
Kade Hammes is a Coralville, IA fee-only financial planner. Storybook Financial provides comprehensive financial planning, tax planning and investment management to help healthcare professionals and young families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kade Hammes is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kade Hammes is a financial life planner that is driven to help young healthcare professionals understand where they are financially. He is passionate about helping young families discover their real priorites and start living the life they want to live with full confidence in their financial ability to do so. Kade's daughter Mila was diagnosed with cystic fibrosis at birth. CF warriors in general have shown him just how precious life is. When he is not assisting our families with their finances, he is often looking for ways to give back to the CF community.
Kade Hammes 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.
Storybook Financial is a financial planning firm with investment management services. We are based out of Coralville Iowa, but work with those across the nation through our robust virtual presence. While we work with everyone, we have learned that real heroes don't wear capes, they wear scrubs. We are passionate about providing all healthcare heroes a dedicated partner in their unique financial and personal challenges. Our firm has really been designed with the young working professional in mind. Instead of worrying about how much money we can manage, we focus on your financial plan where we decrease anxiety and unlock freedom to live life the way you want. Our flat planning fee allows us to work with young professionals that haven't saved much yet and the DIY types that just want to do the investing themselves.
We are focused on building genuine relationships and helping our young families experience more fulfilling lives. Our goal is to remove the complexities of your financial life and build a foundation of easy to understand solutions. We'll bring simplicity, understanding and clarity to your biggest financial concerns so that you can continue to make a positive impact on the world around you.
Inspired by our founders daughter, Mila, who is living with Cystic Fibrosis and truly loves storytime and adventures, we’ve come to realize that everyone has a unique story to tell and passions to guide them as they work towards reaching their goals. By gaining an understanding of your story and where you come from, we aim to help you live out your dreams and the aspirations you have for yourself and your family. It's our greatest joy to see someone realize what their story can be. In addition to helping healthcare heros, we are a social enterprise focused on giving back to the cystic fibrosis community. What adventure does your story hold?
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Financial Life Planning
- Investment Management
- Anxiety Reduction
- Adventure Finding
- Giving Back
Ideal Clients
- Healthcare Heros
- Young Families
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Flexible Scheduling
Professional Designations & Affiliations
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Kade Hammes 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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Kade Hammes 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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Kade Hammes 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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Kade Hammes Has Received Training at the The Kinder Institute of Life PlanningThe Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
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Kade Hammes Presents a Webinar on Advice Chaser: "Financial Basics Series: Understanding Retirement"
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Kade Hammes Presents a Webinar on Advice Chaser: "A Young Professional's Guide to Understanding Debt"
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Kade Hammes is Quoted in ThinkAdvisor: "How Advisors Land Young, Wealthy Clients: Advisors' Advice (Slide 6)"
Contact Kade Hammes
Office Locations:
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By Appointment
Coralville, IA 52241
