Flourish Financial Planning

Founder Chris Wells explains more of what makes Flourish Financial Planning unique.

Hello! We are Flourish Financial Planning.

We are 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.

In our team of financial professionals, we have the CERTIFIED FINANCIAL PLANNER TM designation (CFP®), Certified Kingdom Advisor® designation, 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.

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.

Download Guide

Meet Our Team

Christopher Wells
CFP®, CKA®, MS

Founder | Financial Planner

Matt Nelson

Partner | Tax Advisor

Jeremy Andries
 CFP®, EA, MS

Partner | Tax Advisor

Alex Lozano
CFP®

Financial Planner

Gary Wells

Client Service Associate

Frequently Asked Questions

Do you Get Paid to Recommend any specific Products?

No. We are not swayed by any kick-backs, commissions, or other compensation when providing financial advice. This is called Fee-Only financial planning, and we have intentionally structured our firm this way to ensure that we always have your best interests in mind. To learn more about the Why, How, and What about our pricing, see this PDF.

Why Work with A CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)?

A CERTIFIED FINANCIAL PLANNER™ professional (or CFP®) holds the "gold standard" designation for financial planning advice. There are many different designations know it is good to know what to look for in your financial advisor. The CFP® designation tests for COMPETENCY and ETHICS in financial planning. Candidates have to go through specific education, experience, and testing requirements over topics including: Investments, Insurance, Retirement, Taxes, Estate Planning, etc. Also, the CFP® requires ethical standards that ensure the practitioner acts with integrity when providing you with financial advice.

Do I have to pay for the first meeting or phone call?

No, you do not need to pay for the first meeting or phone call. We always want to welcome open conversations with our clients and prospective clients. Call us. Talk as long as you'd like. We're here to listen.

Who do you work with?

We work with clients that find themselves in a variety of situations, but we primarily work with Christian families because this naturally fits into the type of advice that I give to my clients.

All financial situations are a stewardship situation. We are to be good stewards of the resources, gifts, and talents that God has given us, and that is naturally woven into the advice that we give.

Does that mean we don't work with clients that wouldn't call themselves Believers? Not at all, Biblical truth and stewardship can apply to all situations as wise decisions.

Do you work with clients outside of Texas?

We do. We work with clients across the US. For our clients that are not local to the DFW area we utilize video conference calls and screen sharing to go through our financial planning process together.

Who isn't a good fit for flourish fp?

If you are looking for a financial advisor to predict the date of the next recession, provide you with the top 10 stock picks over the next year, and find easy ways to earn a quick buck, we are not for you. We are committed to providing long-term financial advice that you can follow, and look for clients that are motivated for following that advice for the long run.