Jerod Frank

About Jerod

My wife and I both converted to Catholicism in 2020. Since then I have been on mission to convert my financial planning practice. I own Wealth Coordination Partners in Dallas-Fort Worth. My team and I work in a couple of specific practice areas providing comprehensive planning, investment management, and insurance solutions to our clients and helping them do it in a way that is in accordance with Catholic teaching and glorifies God.

1. HENRYs: High Earners Not Rich/Retired Yet. These are families still in the accumulation phase. Balancing multiple competing financial goals and trying to get the most out of their money to let them live and give more.

2. Special Needs Planning: My team works with families who have members with special needs. This comes some unique challenges in a families financial picture and requires a deep expertise in the care and government benefits available to those with special needs as well as the planning strategies available to ensure lifetime care for these family members.

3. Small Business Owners: We work in the intersection where business and personal finance meet. We work with our business owner clients to make sure their most valuable asset is protected and used in a way to efficiently accomplish their personal financial goals.