Storybook Financial
2002 Glen Oaks Rdg
Coralville, IA 52241
United States
Phone: 319-220-3100
Email: kade@storybookfinancial.com
Website: https://storybookfinancial.com
Training: Active Registered Life Planner® more info
Specialties
Paying down student loans
Taking full advantage of employee benefits
Getting married and combining finances
Buying a home
Deciding between paying down debt and investing
Starting a family
Saving for college of your children
Protecting your loved ones
Potential career changes
Moving to another state
Savings & Investment Strategies
Protecting your income (which is also your largest asset)
About My Practice
Storybook Financial is a financial life planning firm determined to help those that believe in the betterment of the world around them. As a fiduciary, our service promotes unbiased financial planning with an emphasis on young medical professionals and their families. We are constantly pushing for new ways to give back to the Cystic Fibrosis community. We are based out of Iowa City | Coralville Iowa, but we serve clients nationwide with our robust virtual presence.
About Kade Hammes
Kade has degrees in Accounting & Finance from Iowa State University. His graduate certificate from the College of Financial Planning. Series 65 license. CFP® and RLP®. He worked as a credit analyst at a bank, associate at a public accounting firm, wealth advisor at a large wealth advisory firm, and started his own business with Storybook Financial. He is married to a Family Nurse Practitioner.
Ideal Clients
We work very hard on understanding and assisting young medical professionals with their financial life plans. That said, we don't require you to be young or in medical field to work with us.
We also care a great deal about individuals with Cystic Fibrosis and parents with CF dependents. Depending on availability, the financial life plan will be pro-bono for those persons.
Compensation
Fee-Only Advisor with Series 65 license. Financial Life Planning is generally Flat Fee. Investment management is optional for a percentage of the assets under management. We work with DIY investors, but offer discounts to those that choose to invest with us.
Industry Start Date
2016