Donovan Brooks, CFP®, CKA® Storyline Financial Planning LLC

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About Donovan Brooks, CFP®, CKA®

Hi I’m Donovan! I’ve worked in the financial services industry for about a decade with half of those years at a broker dealer where the firm and client interests were constantly at odds. I wanted to change that by serving clients differently.

In 2015, I launched Storyline Financial Planning as a way of doing that. Along the way I realized that there weren’t many options for Christians to get personalized financial advice that aligned with their beliefs, so I leaned into that.

Today, I have the privilege of guiding Christians in aligning their personal finances with their faith, planning for the meaningful things in life, and achieving true financial freedom.

Do you:

-Suspect that you can be managing your resources better?

-Lack clear direction or vision?

-Have little progress to show?

These are some questions that I help address with clients. Consequently, we’re able to create a personalized plan that that empowers you in each of these areas.

I love that I get to serve Christians in a way that empowers them towards honorable stewardship. And through this transformative process we get to honor God with how we steward all that He has entrusted to us.

Since launching Storyline Financial Planning, I’ve been quoted in numerous publications and have been recognized as an Investopedia Top 100 Advisor.

I’m a proud graduate of the Booth School of Business at Northwest Missouri State University and the executive certificate program at the University of Georgia for financial planning.

In addition, I hold the CERTIFIED FINANCIAL PLANNER™ and Certified Kingdom Advisor® designations — exemplifying my commitment to the highest standards of integrity and professionalism in the industry all while incorporating biblical wisdom.

When I’m not creating financial plans you can typically find me with my family dancing, being goofy, or adventuring.

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Recently Published

The American Rescue Plan Act 2021: Stimulus Payments, Tax Credits, & Other Key Provisions

March 15, 2021

As of, March 11th, 2021, the American Rescue plan has been signed into law. This is the third concerted effort by Congress, via legislation, to provide financial aid to the American people. Weighing in at approximately $1.9 trillion, this bill does just that. Much of this bill is designed to directly alleviate the financial burdens for low and middle income individuals and families. Here are some of the notable highlights.

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5 Things You Can Do With Your Stimulus Check

March 13, 2021

If you’re reading this then you’re likely one of the 90%+ that will be receiving a stimulus check (also known as recovery rebate or economic impact payment) in the not too distant future, if not already. If you haven’t done so, be sure to read my blog post on Round Two of Stimulus Checks: What You Need to Know to get up to speed.

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Personal Finance Lessons From the Chiefs Super Bowl LV Loss

February 16, 2021

Losing Super Bowl LV, and losing it badly, wasn't what any Kansas City fan expected. However, there's so much to learn from this loss when we break it down and reflect on it. Last year after the Chiefs won Super Bowl LIV, I wrote a post called "What We Can Learn From the Chiefs and Their Super Bowl Victory" that highlighted truths from the Chief's victory and how it related to our personal finances and stewardship journey. I'd love to do that again but from the other side of the spectrum since they lost.

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Ideal Clients

  • Christian Business Owners
  • Christian Faith Based
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $125/mp
  • Flat Fee: $750/engagement
  • Assets Under Management: 0.50%

SEC Records

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