Ultima Financial Planners
Our Vision
Ultima enables you to live a meaningful life by fostering lifelong relationships. We empower you to make better financial decisions through the implementation of a Lifestyle Financial Plan, giving you the peace of mind to focus on your business and your life.
Ideal Client
- Young Professionals
- Entrepreneurs & Business Owners
- Individuals 50+ seeking retirement clarity
Philosophy
We prioritize Relational Planning over transactional sales. Think collaboration, co-planning, and coaching. We are independent, meaning no conflict of interest and no tied products.
Core Services
Professional Standards & Fees
At Ultima, all financial planners must obtain and maintain the CERTIFIED FINANCIAL PLANNER® designation. Our fee structure is transparent:
- Initial Plan: Invoiced based on the complexity of your journey.
- Implementation: No initial advice fees on assets under management.
- Ongoing: A percentage-based advice fee for continuous wealth management.
Community Commitment
Hosts of the annual FLOW Conference (Faith and Leadership over Wealth), equipping people with financial decisions based on Biblical principles.
Empowering you to make better financial decisions for a lifelong relationship.
