Phil Francois, CFP®
Helping families align their finances with their Christian values | Fee-only
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Serving Clients Nationwide
Helping families align their finances with their Christian values | Fee-only
Areas of Focus
- Biblical Finance
- Buying a House
- Catholic Values Investing
- Estate Planning
- Giving
- Investment Management
- Retirement Planning
- Tax-Efficient Planning
About Phil Francois, CFP®
Hi. I'm Phil Francois, Founder and Financial Advisor at Foundation Wealth Planning. I am a CERTIFIED FINANCIAL PLANNER® professional with a decade of experience as a financial advisor.Many of the families and business owners that I work with are growing their families, their careers, and their income. Life has become more complicated.
I can help you gain clarity around your situation and create a plan to help ensure you are prudently managing your resources to take care of your family and achieve your goals.
I am married to my wonderful wife, Maureen. We have five children. My family and I like to stay active with different sports and spending time outside when possible.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Catholic Financial Planner Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
Salina, KS, 67401
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complimentary introductory call. During our first conversation, I'll get to know you, listen to your unique financial needs, goals, and concerns, and share how we work together to align your finances with your values. I look forward to speaking with you.Offers Investment Management
Yes
About Foundation Wealth Planning
Foundation Wealth Planning is a fee-only financial planning and investment management firm helping clients virtually from central Kansas and beyond align their Catholic values with their finances.Who We Serve
We work primarily with Catholic families and business owners who are growing their families, their careers, and their income. As life becomes more complicated, we help clients gain clarity around their financial situation so they can prudently manage their resources to take care of their family and achieve their goals.
Our Services
Together, we look at your entire financial picture to align it with your values, assessing your retirement plan, estate plan, education plan, insurance, and taxes to build a comprehensive financial plan with goals to work toward together.
We also offer discretionary investment management for clients who prefer not to manage their own investments, with portfolios aligned to each client's risk tolerance and goals, including access to funds that follow USCCB guidance on morally responsible investing.
At our annual meeting, we discuss any changes needed to your portfolio, your goals, and your overall financial plan.
Transparent Pricing
We believe in transparency. Our fee schedule is simple so you can feel at ease about working toward your financial goals without worrying about hidden fees or commissions.
Education
Truman State University, Bachelor's Degree
Hobbies and Interests
- Exercising
- Family
- Sports
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Christians
- Couples
- Dual Income Family
- Entrepreneurs
- Families
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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