Hi, I’m Courtney Hoffman and I’m the Director of Financial Planning and a Partner at EverPar Advisors based in Tulsa, Oklahoma.
My earliest memories of money stem from watching my dad. He was an entrepreneur with no formal educational background but was a visionary and owned several successful businesses. His mentorship was very influential and set a foundation for me both professionally and personally.
I always wanted to be an accountant, but that ended up being a steppingstone toward a career path I didn’t know existed. After being introduced to the financial services industry, my decision to pursue an advising career was fueled by my conviction that I could add value to the field.
Each day offers the opportunity to deliver excellence to my clients. I thrive on these collaborative successes and find energy from clients seeking my guidance in their financial lives.
The moments that fulfill me most are when a client puts their trust in me and shows candidness and excitement about the planning process. A transparent client is the BEST client. This allows me to dig into details, drive accurate outputs, and win confidence.
Throughout my career, I’ve maintained a very meticulous approach that is centered around honing in on the details from start to finish. My mission is to give clients confidence and empower them to do something today that will help them in the future — ensuring they know the next step and have a roadmap outlined. As a result, clients transition from a state of uncertainty to having a more grounded mindset even as their plan evolves.
If you’re looking for someone who will take a thorough approach to understanding your complete financial picture, let’s start that conversation.