financial planning


You want to find a pathway to your future

You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.

You want to find a pathway to your future

You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.

Pathway Planning

the flagstone difference

We go beyond investment management to help our clients with their overall financial journey. Life is made of opportunities and challenges that all pose critical financial decisions: 

How do you combine finances with your new spouse?

How do you set your children up for future financial success?

How do you select the best benefits at your new job and what happens to your old 401(k)?

What is the smartest way to start your own business?

Do you have enough to retire the way you want?

How do you create income from your portfolio when you’re no longer working?

How do you navigate the costs of losing a loved one?


What is Pathway Planning?


Navigating these decisions wisely will determine the course of your life and the lives of those you love. When financial choices are so essential to your success and happiness, it’s too much of a gamble to go it alone, especially when your finances have a lot of complexity. That’s where Flagstone Financial Management comes in.


Each of these decisions are steps along your financial path, and Flagstone’s purpose is to guide you along your path to success. That’s why we call our financial planning process “pathway planning.”


We meet you where you are and identify the ideal next steps in your financial journey to achieve your desired results. With pathway planning, you can feel confident in your finances and your choices.


At Flagstone, we’ll help you through big life changes and your day-to-day finances. We’ll check in to see if your goals change, we’ll watch out for changing insurance needs, and we’ll let you know if we see any tax or investment opportunities. Your financial future is important to you, so it’s important to us. Let’s work together to build your path to financial success.


Professional Entrepreneurs

Growing a professional practice demands your time, and it’s hard to balance your career and family. What happens if your personal finances don’t get adequate attention? We help attorneys and medical professionals by essentially acting as your personal CFO. Your personal finances will be in good hands, so you can focus on building your practice.

Women In Transition

A major life event like divorce, the death of a spouse, or a career change can affect your financial future. It’s important that you face the emotional and financial challenges with sound advice. If you’re a woman in transition, we can be your guidepost and accountability partner to help you make it through successfully.

Investors In Or Nearing Retirement

Perhaps you’re about to retire, or maybe you’re in retirement now. With thoughtful financial planning, we’ll work toward your retirement goals together so that you can relax and enjoy your retirement with confidence. As your trusted partner, we’ll be there when you need advice that’s in your best interest.

Get In Touch

contact us

We are passionate about meeting new people and helping them along their financial path. We would love to answer any questions you might have, hear about the path you have been on and learn where you want to go. Our initial consultation is completely free, and gives you the opportunity to explore what it might look like to work together. Schedule a time to chat on the phone, web video, or in person.

Click here for our Client Relationship Summary, also known as the regulatory disclosure Form ADV Part 3.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Flagstone Financial Management is an SEC registered investment adviser. Registrations as an investment adviser does not imply a certain level of skill or training. Flagstone Financial Management may only conduct business in jurisdictions in which it is registered, notice filed, or exempt.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


5801 Hidcote Dr
Suite 100
Lincoln, NE 68516