Your Story Financial

Financial Services • Plano, Texas, United States • 1-10 Employees

Company overview

Headquarters	Plano, Texas, United States
Phone number	+16027301160
Website	yourstoryfinancial.com
NAICS	52
SIC	628
Keywords	Cash Flow Management, Retirement Planning, Financial Planning, Education Saving
Founded	2016
Employees	1-10
Socials

Key Contact at Your Story Financial

Shehara Wooten

Founder and Fee-Only Financial Planner

Your Story Financial Email Formats

Your Story Financial uses 1 email format. The most common is {first initial} (e.g., j@yourstoryfinancial.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@yourstoryfinancial.com	100%

About Your Story Financial

Your Story Financial, LLC is a boutique virtual, fee-only fiduciary firm committed to helping #STEM Professionals and Women Professionals oversee their financial affairs. Your Story Financial is a Registered Investment Adviser in the states of Florida and Arizona, and we service clients throughout the United States. At Your Story Financial, we believe everyone has a story, especially when it relates to one’s finances. We help clients create their financial success story, one chapter at a time.

Your Story Financial revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Your Story Financial has never raised funding before.

Your Story Financial Tech Stack

Discover the technologies and tools that power Your Story Financial's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

reCAPTCHA

Security

Cloudflare Bot Management

Security

Slick

JavaScript libraries

Vimeo

Video players

Cloudflare

CDN

jQuery

JavaScript libraries

Weebly

CMS

Hammer.js

JavaScript libraries

PHP

Programming languages

Calendly

Appointment scheduling

MailChimp

Frequently asked questions

Your Story Financial is located in Plano, Texas, US.

You can reach Your Story Financial at +16027301160.

Your Story Financial was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

Your Story Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Your Story Financial

Shehara Wooten

Founder and Fee-Only Financial Planner

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