We’re a family owned and operated Financial Planner Prosper

SERVING THE TEXAS AREA SINCE 2005

Everyone knows planning for the future is important. But for many people, getting started on their personal financial planning is a difficult process. We help you turn planning angst into confidence by establishing goals. Here at Benold Financial Planning, we will lay out a clear and strategic path to help fulfill your hopes and dreams. Contact us to ensure your family is at the center of your future financial plans.

What we can do for you

FINANCIAL WELLNESS

Financial Wellness

Create & maintain a cash flow positive budget.
DEBT REPAYMENT

Debt Repayment

Paying off debt quicker to relieve stress & free up savings.
COLLEGE PLANNING

College Planning

Empty your nest, not your bank account.
RETIREMENT ANALYSIS

Retirement analysis

Do you know how much you need to retire? We do!
INVESTMENT MANAGEMENT

Investment Management

Analyze & maintain the wealth of all your assets.
EMPLOYER BENEFITS

Employer Benefits

Harness the full potential of your benefits.
INSURANCE ANALYSIS

Insurance Analysis

Finding the best options for your needs.

Financial Planning Process

1. Schedule Consultation

The process begins with establishing a relationship between the client and Benold Financial Planning, with an informal initial consultation. Your financial planner will explain their financial planning services.

2. Plan Creation

You've gathered the relevant information, now it's time to analyze it and create a financial plan. The plan will include specific action points for your personal goals such as cash flow analysis. income tax planning,

3. Implementation

With a plan in hand, both parties will carry out the recommendations thereby putting the plan into action. Various items may be carried out at varying time frames.

What makes us different

CFP® Professionals

Both of our advisors have earned a highly respected professional designation in our industry: CFP® (CERTIFIED FINANCIAL PLANNER™). With this comes the knowledge that our advice is always in your best interest.

Transparency

We tell you the whole truth. Every recommendation, decision, and action made on your behalf is justifiable, transparent and rooted in sound financial logic.

Fiduciary

We work for you! We strive to meet your each and every need, motivated by the belief that your success is equally ours. We've been helping families achieve financial security since 2005.

benold financial planning

We specialize in Cash Flow Analysis, Retirement Planning, Investment Planning, Insurance Needs Analysis, College Education Planning, Small Business Planning and Estate Plan Analysis. View all services »

info@benoldfp.com

Our 2 Texas locations

130 N. Preston Road
Prosper, TX 75078
817-235-6863

116 W. 8th Street
Georgetown, TX 78626
512-818-1800

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