an Office of Garrett Investment Advisors, LLC
Sheila Stowers, CFP®, MBA
Sheila began in the financial services industry in 1997 working for a national discount brokerage helping small business owners and other individual investors evaluate their retirement plan options. From there, she moved to the discretionary money management/investment advisory service offered within the firm and helped clients understand the need for having a sound financial plan, the importance of examining their asset allocation and risk tolerance (in light of their time horizon), and the importance of periodic portfolio rebalancing (and reallocations, when needed). Sheila also worked for a low-cost asset management firm in their institutional client services department in Austin, Texas. Prior to forming Stowers Financial Planning in 2012, she guided 401(k) participants in examining their retirement savings strategies to make sure they were on track with saving enough and investing properly to achieve their retirement goals.
Sheila has a Bachelor of Arts degree in Economics from Southern Illinois University and a Masters of Business Administration degree from the University of Dallas with a Financial Services Concentration. Sheila is a CERTIFIED FINANCIAL PLANNER™ professional.
Sheila is a member of the Garrett Planning Network, an international affiliation of independent, Fee-Only financial planners dedicated to providing objective advice on an as-needed basis to people of all income levels. She also belongs to the Financial Planning Association and the National Association of Personal Financial Advisors.
As a mother, Sheila is especially knowledgeable in the issues facing families. Most parents are overwhelmed by the demands of meeting current cash flow needs, saving for their children’s education and planning for their own retirement. Some are even squeezed by the demands of caring for their aging parents. Sheila can assist you in overcoming the challenges of balancing your financial planning and day-to-day needs.
Stowers Financial Planning provides hourly, as-needed financial planning and coaching. Sheila Stowers, CFP®, MBA specializes in meeting the needs of everyday people and primarily works with individuals and families who know where they want to go... but need a little help getting there.
There are no account minimums to become a client. You can get as little or as much help as you want – from a one-time meeting to address a specific area, to comprehensive planning that addresses all aspects of your financial life.
Unlike many financial advisors, Stowers Financial Planning does not sell stocks, annuities or insurance policies. That means we do not receive commissions or kickbacks for recommending certain financial products. We work just for you because we are paid just by you.
Stowers Financial Planning
13062 Hwy. 290 W., Ste. 116
Austin, TX 78737
Phone | 512-608-9266
Email | firstname.lastname@example.org
Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a Fee-Only SEC registered investment advisor. Tel: (910) FEE-ONLY. Stowers Financial Planning may offer investment advisory services in the State of Texas and in other jurisdictions where exempted.