About

Storybook Financial is a financial planning firm with tax and investment management services. While we work with everyone, we have learned that real heroes don’t wear capes, they wear scrubs. We are passionate about providing all healthcare heroes a dedicated partner in their unique financial and personal challenges.  

We are focused on building genuine relationships and helping our young families experience more fulfilling lives. Our goal is to remove the complexities of your financial life and build a foundation of easy to understand solutions. We’ll bring simplicity, understanding and clarity to your biggest financial concerns so that you can continue to make a positive impact on the world around you. 

Inspired by our founders daughter, Mila, who is living with Cystic Fibrosis and truly loves storytime and adventures, we’ve come to realize that everyone has a unique story to tell and passions to guide them as they work towards reaching their goals. By gaining an understanding of your story and where you come from, we aim to help you live out your dreams and the aspirations you have for yourself and your family. In addition to helping healthcare heros, we are a social enterprise focused on giving back to the cystic fibrosis community.