At Flat Fee Financial, we help you make friends with your finances.
Financial planning is more than just numbers. Our desire is to provide guidance along the way, helping you avoid mistakes and make wise decisions based on your personal goals. We combine modern technology, efficient processes, and personalized attention to help you on your path.
Stephen Boatman
With over 20,000 hours of experience, a B.S.B.A in Finance and Banking from Appalachian State University, CFP®, Series 65, and CSLP credentials, Stephen has honed the art of financial planning to guide others toward a thriving life and retirement. He channels his passion for uplifting his community and years of financial planning experience to help others make their dollars go further so they can spend time on the things that matter.
A few organizations that have positively impacted Stephen are 1-2-1 Mentors, Search Ministries, Bryan YMCA, and Project 658. On the weekends he loves to unwind with chess, rock climbing, cycling, and pickleball.