Live boldly. Build your lasting legacy.
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.
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 Wealth Management and Tax Advisory Services we guide our clients in making decisions that will strengthen their financial future.
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.
