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

Everything You Need to Know About the 2021 Child Tax Credit

June 25, 2021

The temporary enhancements to the child tax credit are some of the most exciting provisions that the American Rescue Plan (ARP) put into play. This is because many of the provisions signal what’s likely to become permanent in the near future.

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What is Biblically Responsible Investing (BRI)?

April 19, 2021

Biblically Responsible Investing (BRI), also known as faith-based investing, is a movement that has been gaining a lot of momentum lately, but what exactly is it? There are many facets within our stewardship journey as Christians and BRI just happens to be one of them. It’s important that we, as Christians, are informed enough about this topic in order to make a personal decision.

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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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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%

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