David Roberts

Online Financial Advisor and Coach

 

My Mission

Understanding your real financial condition in this complex world is tough. That’s why so many people struggle to make smart money decisions. At Plan For Your Goals my clients get the financial planning, coaching, and resources they need to make better decisions and plan a better future.

My Core Values

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Increase Flexibility

With online financial planning, clients can meet with their advisor no matter where they live. This is especially beneficial for individuals who live in remote areas or frequently travel. For others this means not having to take off half a day of work or get stuck in traffic on the way to meetings with your advisor.

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Heard and Understood

Better understanding leads to better advice. I will take the time to really listen to and understand my clients. My aim is to get to know them, so that their long-term financial plan reflects what is most important to them.

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Tilt the Odds

My financial planning process is based on the latest scientific findings from economics and behavioral psychology. It helps my clients achieve their financial and personal goals. No matter what stage of life they are in, I want them to feel confident about their future.

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Fiduciary

As a fiduciary advisor, my clients’ needs and goals are my top priority. Without regard to my own financial interests, I suggest products and planning strategies designed to benefit them the most. I do not require clients to purchase products from me.

David Roberts - Financial Planner and Advisor of Plan For Your Goals

My Key Value Propositions

Organization: I’ll organize your finances, helping you feel in control. We’ll establish order in your financial life, covering investments, insurance, taxes, estate planning, budgeting, and cash flow.

Accountability: I’ll keep you on track, prioritizing your financial goals and reviewing progress. I’ll suggest actions and help with decision-making.

Objectivity: I’ll guide you through emotional times, providing an external viewpoint and the necessary coaching and research for wise financial decisions. Any conflicts of interest will be disclosed and managed.

Proactivity: I’ll prepare you for life transitions with action plans, aiming to stay ahead through regular communication and assessments.

Education: I’ll educate you on your financial situation, exploring resources for your goals. I’ll explain options and risks, aiding in smart money decisions.

Partnership: I aim to help you achieve your financial goals by understanding your unique situation. Our collaboration will be guided by your philosophy, background, needs, dreams, and objectives, with transparency in costs and how I’m paid.

My Financial Planning Goals for My Clients

Make smart money decisions to you can plan a better future.

Reduce your total tax liability over time.

Take care of the next generation and your cherished causes.

Protect your savings and assets from litigation.

Maximize the impact of your charitable giving.

Anticipate and prepare for life transitions.

David Roberts - Financial Planner - Plan For Your Goals

My Family

My wife, Teresa, and I have been married since 1991. We met at Louisiana State University and were married before we graduated. After college, Teresa went on to serve a distinguished 25-year career in the Air Force, and I began a career in banking and finance. Teresa is currently a leadership coach and workshop facilitator.

We have been blessed with five children. My two oldest are girls and have married wonderful young men (front row). My three youngest are boys (back row) with the youngest in high school until 2025.

David Roberts - Financial Planner - Plan For Your Goals

Trusted Financial Partners

David Ramsey - Owner of Ramsey Solutions
SmartVestor Logo

“SmartVestor is a free service that connects you with our network of financial advisors, wealth advisors, financial planners and other investment professionals.”

Dave Ramsey SmartVestor

Buckingham Strategic Partners Logo

“We believe in a better wealth experience. Everything we do centers around providing a better experience for financial advisors and their clients.”

Buckingham Strategic Partners

My Financial Planning Process Is Simple

Select a Consultation Service

My services are designed to be flexible and meet your needs. Whether you’re looking for a basic evaluation, help with a key area of your finances, or comprehensive financial planning, you’ll find it here.

Understand Your Real Financial Condition

Working together we will determine your financial needs. We’ll assess what is effective or problematic, and what is hindering your progress. With a clear understanding of your financial condition, you can make smarter choices.

Plan a Better Future

Getting the knowledge and guidance you need from a financial professional is an investment in your security and hope for the future. And it’s not just for you, but for the people who depend on you.

Client Testimonials

My clients get the financial planning coaching and resources they need to make better decisions and plan a better future.

“David has been such a great help with my finances. I am few years from retirement and had no idea what shape my finances were in. He has helped me clean up accounts and restructure and I feel so much better. David has a great way of explaining processes and very patient with me.”

—Laddie Van Dyke

Sugar Land, TX
Read Disclosure ▾
This testimonial was provided by a current client on 2/6/2024. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
“As we approached our retirement goal line, we wanted a second opinion about our situation. When we interviewed other financial planners it became clear they weren’t equipped to answer our questions. In the first thirty minutes of our initial call with David, he clarified our misunderstandings of some IRS rules and it was clear he was fully capable of keeping us on track. We highly recommend David for services.”

Dave and Susan Jensen

Navarre, FL
Read Disclosure ▾
This testimonial was provided by a current client on 1/21/2024. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.

You Deserve a Better Future

Affordable financial advice with flexible options that fit into your tight schedule can be difficult to find. That’s why so many people struggle to make smart money decisions. At Plan For Your Goals my clients get the financial planning, coaching, and resources they need to make better decisions and plan a better future.

Simplify Tricky Money Matters!

 

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