Executives
Focus on the factors you can control: saving, spending, taxes, investment costs, and investment behavior. The factors you cannot control tend to matter less than most people think.
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Stephen B. Bodwell
Founder & President
CFP®, CPA, CIPM
Walnut Hill Wealth Management, LLC9040 Maguires Bridge Dr, Dallas, TX 75231-4017
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
GenX
Peak earning years create the greatest opportunity to build financial flexibility and future choices.
Physicians & Healthcare
Your time is often more valuable than further optimization. Focus on the decisions with the greatest impact.
Major Milestones I Specialize In
Career Changes or Job Loss
Career transitions create uncertainty, but also opportunity. Focus on your next decision, not every decision.
Compensation Changes
A compensation change affects more than your income. Consider the impact on taxes, benefits, savings, and goals.
Retirement Planning
Retirement is not about reaching a number. It's about creating the flexibility to live life on your terms.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I help healthcare and technology professionals navigate the financial decisions that come with growing careers, growing families, and increasing financial complexity. I view financial planning as an ongoing process, not a one-time event or static document. As life changes, the plan should change as well. As a CFP® professional and CPA, I help clients focus on the factors they can control, including saving, spending, taxes, risk management, investment costs, and investment behavior. We coordinate investments, taxes, retirement planning, employee benefits, insurance, and estate planning so financial decisions work together rather than in isolation. My investment philosophy emphasizes broadly diversified, low-cost, tax-efficient portfolios designed to support long-term goals. Rather than trying to predict markets or chase performance, I focus on helping clients stay aligned with their goals and adapt to changing circumstances over time. As an independent, fee-only fiduciary, I provide objective advice focused on helping clients make thoughtful decisions and adapt as life changes.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.