Charting your course to financial prosperity with integrity and expertise
We provide trusted, faith-driven financial guidance, backed by a flat fee structure, so that you can live life without the stress of unsure financial stability.
Our faith in Christ inspires us to conduct our business with unwavering honesty and integrity.
.svg){kind=icon}
Utilizing our comprehensive financial expertise, we are dedicated to devising strategies that align with your distinctive financial goals and aspirations.
We stand by clear and transparent pricing with our flat fee structure, ruling out hidden costs or conflicts of interest.
At Provident Financial Planning, we recognize the concerns that come with financial planning. We strive to provide you comfort. Our promise is to accompany you through every financial decision, customizing our approach to match your unique circumstances. With us, you will navigate your financial journey with confidence, assured that your best interests always guide us.
Discover the heartfelt origins of our firm through this revealing video. Driven by the urgent financial questions from our founder's own family, Provident Financial Planning was established in 2017 to offer trusted, unbiased, common-sense financial advice. It's not just business, it's personal. Watch to learn why our commitment runs so deep.
Tailored financial guidance, accompanying every phase of your wealth journey.
Our custom strategies help you navigate the complex financial landscape, ensuring you maximize earnings and safeguard your wealth.
From managing company assets to strategic tax planning, we offer businesses robust financial solutions.
Our financial planning services for retirees are designed to secure your wealth, optimize income, and let you enjoy your golden years without financial worries.
Celebrating Our Excellence: We take pride in being honored with prestigious financial advisory awards in Dallas and Plano, attesting to our commitment to comprehensive service and advice.
Sam & Rev
of What Yacht To Do
Our team consists of dedicated professionals who are fervent about assisting our clients in attaining their financial objectives.
Paul is founder and CEO of Provident Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ and has created hundreds of custom financial plans for high-net-worth families entering retirement and high-income families accumulating or transferring wealth.
He and his beautiful bride, Marchelle, and energy-filled daughters, Collins (7),Cora (6) & Quinn (5), live in north Dallas/Fort Worth.
Paul is very involved in his church where he serves as a Deacon and LifeGroup director. He also serves on the Board of Trustees at his children’s school.
Paul is passionate about helping those in need which is why he and Marchelle established the non-profit organization, Provident Widows and Orphans Foundation. The foundation offers free financial, tax, and legal advice for young families who have experienced the death of one or both spouses.
.
Zachary is partner and CFO of Provident Financial Planning and joined in 2022. He is a dual-credential attorney and CPA, and he is the founder and managing member of Provident Legal Counsel, PLLC where he serves clients in multiple areas, including: federal tax litigation, forensic investigations, and business planning.
Zachary previously served clients at multiple well-known firms, including: Ernst & Young, PricewaterhouseCoopers, and Deloitte. He received his BBA in Accounting and Business Honors and his MS in Management Information Systems from Texas A&M University. He is also a graduate of the University of Virginia School of Law.
Zachary has helped clients navigate complex issues over the years related to finances and taxes. His experience and credentials provide a unique perspective in wealth management, focusing on financial and tax planning strategies.
He and his beautiful wife, Bethany, and daughter, Landry, live in north Dallas. They enjoy spending their time together and serving in their local church.
Marchelle Michel serves as the Director of Operations at Provident Financial Planning and is also wife to the CEO, Paul Michel. She helps with strategic planning and execution at Provident Financial Planning and is committed to optimizing operations within the company.
Mendi provides administrative support to Provident Financial Planning. She is a graduate of Oklahoma State University and is passionate about helping others and teaching in Christian Education. In her free time, she enjoys photography, sports, and spending time with her husband and three children, Sevyn, Rok, and Truth. As a family, they strive to have a Kingdom focus in every area of their lives.
Bavley will receive his diploma in 2024 from the the University of North Texas, majoring in Finance with a minor in Financial Planning. Bavley helps with administrative tasks and data entry. Bavley is dedicated to lightening the loads of team members and providing fluid communication to clients. Bavley is earning valuable experience as he pursues his credentials toward becoming a Certified Financial Planner.
Together, we can shape a financial strategy that enables you to realize your financial dreams. Reach out to us to find out more.
