2002 Glen Oaks Rdg
Coralville, IA 52241
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
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.
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.
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.
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