About Preflight
Preflight Financial is an independent, fee-only advisory practice built for people who manage their own money. We don’t manage portfolios, take custody of assets, or charge a percentage of anything. We analyze, we recommend, and we put it in writing. You implement, with your advisory team behind you.
Built around a fee structure, on purpose.
We only work one way: a flat fee, paid directly, matched to the complexity of your situation rather than the size of your accounts. There are no commissions, no referral fees, no product incentives, and no asset-based charges, which means there is never a competing incentive behind a recommendation. We operate under a fiduciary standard: the advice you receive is required to be in your best interest, and the fee structure is designed so you never have to wonder.
Many of the people we advise are experienced, independent investors. They don’t want to hand over their portfolios or pay a percentage of their assets. They want an independent team to bring the moving parts, investments, tax, retirement, estate, into one coordinated plan they can execute themselves. We provide the analysis and the structure. You stay in control.
A team-based model, by design.
Every Preflight Check is the work of a team, not a single advisor. You’re paired with a dedicated advisor who runs your engagement, and your plan is developed with analysts and reviewed by the full advisory group before it reaches you: multiple advisors, multiple perspectives, each expected to challenge the others’ reasoning.
We built it this way because it produces better plans. A solo advisor can miss things; a team that has to defend its recommendations to each other misses less. It also means the advice doesn’t depend on one person’s availability, and the relationship doesn’t start over if circumstances change.
Our advisors bring deep industry experience and academic training, with years spent researching and teaching complex financial topics. Just as important is the ability to translate that complexity into a clear, actionable plan, a skill we hire for deliberately.
Stephan Shipe
Founder
Deon Strickland
Financial Advisor
Noah Lewis
Financial Advisor
Evan Mills
Financial Advisor
Mauricio Galindo
Financial Analyst
Robin Winningham
Chief Operating Officer
Erin Eaton
Director of Communications
Krista Smith
Office Coordinator
Stephan Shipe
Founder
Deon Strickland
Financial Advisor
Noah Lewis
Financial Advisor
Evan Mills
Financial Advisor
Mauricio Galindo
Financial Analyst
Robin Winningham
Chief Operating Officer
Erin Eaton
Director of Communications
Krista Smith
Office Coordinator
What’s Next?
Every engagement begins with a brief intake so your advisory team can prepare ahead of time and align the first conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, what your Preflight Check would cover and exactly what it costs, walked through with you in detail before any engagement begins.