Paul Culbertson, CFP® Blue Sky Financial Planning

About Paul Culbertson, CFP®

I am the founder of Blue Sky Financial Planning, a firm dedicated to strengthening relationships by empowering families to make better financial decisions. I help families see that simply earning more money will not necessarily lead to a greater sense of happiness and purpose. Instead, when money is viewed in a broader context as a tool to accomplish specific goals and objectives, couples and families become more aligned with their finances, which generally leads to less relational conflict and greater peace.

I am truly passionate about helping families avoid making costly financial mistakes in their peak earning years when there are so many financial decisions to be made. I enjoy making complex financial principles easy to understand because I believe everyone, not just the wealthy few, deserves the opportunity to make the very best financial decisions for their family. Your goals are always at the forefront of your plan and drive the decision-making process.

Prior to beginning my own firm, I provided financial planning and investment management services for four years at a nationally known wealth management firm, then most recently, I worked in the education sector teaching business and math. With over 10 years of combined experience in both financial services and education, I am highly qualified and experienced to provide you with the most strategic and comprehensive plan possible. I hold the designation as a Certified Financial Planner (CFP®) professional and strive to provide the highest level of professionalism to my clients and their families.

I live in Houston, Texas with my wife, Karie, and twin daughters, Caroline and Claire. When I am not helping you achieve your goals, I enjoy traveling, cooking, and watching movies that are inspired by a true story. I have always loved working with families to help them achieve their financial goals, and I look forward to partnering with you and your family in the future.

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Ideal Clients

  • Cash Flow/Budgeting
  • Couples
  • Dual Income Family
  • Gen Y/Millennials

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options:

  • Monthly Fee: $180/Month, $1000+ upfront fee
  • AUM: 1%

Pricing varies by services offered. Contact advisor for additional fee options.

SEC Records:

States Registered

  • Texas

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