Helping You Navigate Your Finances In Every Season of Life
Bringing clarity and confidence to your most important financial decisions
MEET THE FOUNDER
Kacie Schulz, MS, CFP®, EA
Kacie Schulz, MS, CFP®, EA
Fortify Financial was founded in 2022 by Kacie Schulz who wanted to create a firm prioritizing client relationships and independent advice. Kacie believes that comprehensive services coupled with long-term relationships can lead to life changing results.
Kacie has over a decade of experience in the financial services industry and has taught personal finance to undergraduate students in higher education. She has helped individuals from a variety of backgrounds, from beginners to ultra-high net worth clients, navigate their finances in a way that aligns with their personal values and goals.
Kacie’s credentials and education reflect her commitment to providing expert financial advice:
- CFP® – CERTIFIED FINANCIAL PLANNER™ professional
- Master of Science in Family Financial Planning from North Dakota State University
- Enrolled Agent (EA) – Credentialed to represent clients before the IRS
In her free time, Kacie enjoys spending time with her family and exploring the outdoors.
MEET THE TEAM
Jamie
Jamie
With over 20 years of experience in financial services, Jamie leads new client onboarding, helping clients with document submissions, account access, and navigating their financial dashboard. She is also an expert in technology integration and the initial build-out of client financial plans. Jamie is committed to providing seamless and efficient service to our clients, and if she doesn’t know the answer to a question, she will make sure to find it.
Outside of work, Jamie is a wife and mother and enjoys camping, hunting, and outdoor activities with her family. She comes from a large rodeo family and is often found with her horses, whether in or out of the rodeo arena.
OUR MISSION
At Fortify Financial, our mission is to bring clarity and confidence to financial decision-making so you can pursue your dreams.
Whether you are planning for retirement, managing your investments, or navigating complex tax strategies, we are here to provide comprehensive, personalized advice to help you reach your goals.
We work alongside our clients as they welcome the next generation, invest in education, start businesses, advance their careers, plan for retirement, enjoy life’s adventures, and care for loved ones.
Through integrated financial planning, investment management, and tax preparation, we guide our clients in making decisions that will strengthen their financial future, no matter where they are in life.
OUR VALUES
- Trust: The best relationships are built on trust.
- Transparency: Know what you pay for the services you receive.
- Service: We aim to bring simplicity and convenience to complicated situations.
WHO WE HELP
We specialize in helping proactive professionals and retirees with integrated wealth management and tax services.
- Employees: Helping you optimize employee benefits, savings, and retirement planning.
- Business Owners: Providing strategies to protect and grow your business while balancing personal and professional goals.
- Executives: Tailored advice on managing compensation packages, tax strategies, and wealth preservation.
Ready to Take the Next Step?
Whether you’re planning for retirement, building your wealth, or seeking tax-saving strategies, we’re here to guide you every step of the way.
Fortify
for·ti·fy | \ ˈfȯr-tə-ˌfī \
transitive verb
TO MAKE STRONG: SUCH AS
a: to strengthen and secure
b: to give physical strength, courage, or endurance to
