The Financial Planning Co.

The Financial Planning Co. was founded in 2016, originally as Thinking Wealth. Luke started the company in part to simply help friends and family with their financial planning and investing. Over time it naturally grew to what it is today, having served hundreds of clients in states across the country and spanning all ages and life stages.

The Financial Advisors at The Financial Planning Co. live in Minnesota, though mostly work with clients on a virtual basis. We’re obsessed with treating our clients with honesty and providing a high quality experience.

About Us

LUKE D. DEBOER, CFP®

PRESIDENT & FINANCIAL PLANNER

Luke has a long history of guiding individuals, families, and corporations in multiple facets of financial planning, including investing, retirement planning, insurance, & employer benefits consulting.

To support these efforts, Luke is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Benefits Professional, and holds an MBA with a concentration in Tax from the Carlson School of Management at the University of Minnesota. His professional career includes time at Fidelity Investments as a consultant, leading the financial wellbeing efforts for the 170,000 employees of UnitedHealth Group and the 100,000 employees of Delta Air Lines, and as a Sr. Relationship Manager at Optum Bank, specializing in HSA’s and their relationship with retirement savings.

Luke is married to Gina DeBoer and they have 5 children (Isabella, Veda, Judah, Lucia, Amelia), ages ranging from 6-15. They are members of Oakwood Community Church in Waconia. Luke is a native Minnesotan, having grown up in the Elk River area.  Additionally, Luke serves as the Vice Chair for the ISD110 (Waconia) School District.

At this time, Luke is selectively taking on new clients, largely focusing on conducting tax-friendly Roth conversion strategies for pre-retirees.

ANDREW D. KALENBERG

FINANCIAL PLANNER

Andrew (Andy) is a professional with a focus on the FIRE (Financial Independence, Retire Early) approach. As a FIRE aficionado, he is hyper-focused on helping his clients polish their finances, from investment management to credit card point optimization, and everything in-between.

Andy possesses significant experience in various forms of accounting, with experience as a Controller for a large mid-west company and has received bachelor degrees in both Business Management (SMSU) and Accounting (University of Minnesota - Crookston). Andy resides in Hutchinson, MN with his wife Lynsey and children, Kora, Kash, and Livie.

To schedule time with Andy, email him at akalenberg@thefinancialplanningco.com.