Della Stegall, CFP®, CIMA®, RICP®

Financial planning and investment guidance tailored for your journey.

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Fruit of the Vine Financial Della Stegall, CFP®, CIMA®, RICP®
New Braunfels, TX

Serving Clients Nationwide

Financial planning and investment guidance tailored for your journey.

Areas of Focus

  • Biblical Finance
  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Setting Up Retirement Accounts
  • Tax-Smart Accumulation Planning
  • Tax-Smart Distribution Planning
  • Women & Wealth

About Me

Hi, I'm Della Stegall. I'm a fiduciary, fee-only financial planner and advisor who founded Fruit of the Vine Financial in 2023 after having worked at two other financial firms.

My focus is in three main areas:

1️⃣ Comprehensive financial planning to first help people better understand their current financial circumstances and second to provide them an optimal route to meet their financial needs and reach their financial goals.

2️⃣ Investment management, providing a choice between general investing and Biblically Responsible Investing (BRI), which is a way to invest in funds that more closely align with Christian principles.

3️⃣ Help with setting up business retirement plans and/or serving as a fiduciary advisor to 401(k) plans.

Because I'm always trying to improve how I can help my clients with their financial lives, I obtained several advanced certifications. I earned the Certified Financial Planner® (CFP®) certification and Retirement Income Certified Professional® (RICP®) designation following programs at The American College of Financial Services. And the Certified Investment Management Analyst® (CIMA®) certification followed from a program through the Yale School of Management.

Outside of work, I enjoy kayaking, Bible study, playing my violin, spending time with my three grown children and with friends.

Not only do I have the financial education and professional experience, I also bring the knowledge gained from personal financial experience. From sorting all the finances after the death of a spouse, to helping kids through college, to riding the roller coaster of a major recession, and to starting and running a business, I understand the highs and lows that sometimes accompany the numbers. It helps to partner with a financial professional who's been there and can help you through it.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Investment Management Analyst (CIMA)
  • Retirement Income Certified Professional (RICP)

Affiliations

  • CFP Board
  • Fee Only Network
  • Investments & Wealth Institute
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

2810 Oak Run Pkwy, New Braunfels, TX 78132

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button to contact us and schedule a virtual or in-person meeting. This is a time for you to ask more questions, find out more specifics about us and our process, and for us to determine if we are a mutual business fit. I will also ask some questions, but you don't need to have anything prepared ahead of time. This meeting typically lasts between 1/2 hour and an hour. If you decide to go ahead with our services, we'll discuss the next steps and provide clear direction. I look forward to meeting you!

Offers Investment Management

Yes

About our Firm

At Fruit of the Vine Financial, we provide personalized financial planning and investment management to help you enjoy and make the most of your life journey.

Comprehensive financial planning will not only give you a better understanding of your current financial picture, but will also help you plan and prepare for your best route ahead.

We also offer investment management as a separate service or in combination with ongoing financial planning. The combination approach keeps your plan and investment strategies current and allows them to adjust as needed so you can stay on top of life's twists and turns.

​We operate as a fiduciary and provide fee-only services (no commissions).

How We Can Help You

Do you have questions about your current financial picture and wonder how it will look in the future? Comprehensive financial planning tailored to your specific circumstances can help provide you with answers. And professional investment management, in coordination with an ongoing financial plan, can help keep you on track through life. At Fruit of the Vine Financial, we offer both comprehensive financial planning and investment management for your specific needs and goals.​

And for business owners or administrators looking to start and/or have help managing a retirement plan, we can help with that too.

✔️ Financial Planning

Our comprehensive financial planning services can help tell you if you're on track to meet your financial goals and provide personalized recommendations and strategies to help you get there. Specific areas may include budgeting and cash flow, retirement planning, tax strategies, investments, estate planning, and other areas as appropriate.

✔️ Investment Management

We offer investment management using either a general investing approach or a Biblically Responsible Investing (BRI) approach. (BRI uses portfolio holdings that more closely align to Christian principles.) Either way, your investments would also align with your personal risk tolerance and unique financial circumstances and goals, while considering fund fees, taxes, and the economic environment.

✔️ Retirement Plans

If you're a business owner or administrator looking for assistance with setting up and/or managing a retirement plan for you and your employees, we can help. We'll work with you to determine which plan best suits the needs of you and the business. We can also help you through the set-up process and provide ongoing fiduciary advisory services after it's up and running.

Education

University of Wisconsin-Madison, Bachelor of Science (BS), Chemistry

Hobbies and Interests

  • Church
  • Family
  • Music

Who We Serve

  • Baby Boomers
  • Business Owners
  • Christians
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Widow
  • Women’s Finance
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.