Financial planning is more than saving for retirement.

With our comprehensive financial planning services, we'll look at where you are today, where you want to be in the future, and together, we'll figure out the best way to get you there.

 

We can address your most pressing questions, such as:

  • How much and from where should I be saving each month?
  • Should I be paying down debt or investing?
  • Can you help me with my company's 401(k) and review other benefits? 
  • Where is all my cash flow going each month?
  • What retirement account(s) should I be contributing to, and how much? 
  • How much house can I afford? And when?
  • Am I maximizing all of the tax-efficient resources available to me?

 

And we'll even ask you the questions that you haven't thought of (or have been avoiding):

  • Have you thought of life insurance or estate planning?
  • How do you plan to take care of your aging parents?
  • What are the best college savings plan(s) for your children? 
Without goals, and plans to reach them, you are like a ship that has set sail with no destination.
— Fitzhugh Dodson

Let's make a plan together.

 

Make money from money

 

Our investment strategy focuses on building wealth, not timing the market or picking the next hot stock. We sit down with you to understand your goals, your timeline, and your appetite for risk. With this, we'll build a diversified portfolio designed to increase your chance for long-term success. Finally, we'll monitor and adjust the portfolio accordingly.

 

diversified portfolios designed for optimal performance

  • Low cost and globally diversified portfolio of exchange traded funds (ETFs)
  • Taxable, Traditional/Roth IRA, individual, and joint accounts
  • Automated deposits, no trading costs
  • Seamless IRA rollovers
  • Daily monitoring and opportunistic tax loss harvesting

 

Most importantly, we'll explain everything to you in plain English. We want you to feel comfortable and educated about where your money is invested. No question is ever too small. (Like: how does the stock market work?)

 

Let's make that money work FOR YOU. 

dallas-financial-planner-coaching-session

     Strategy     Session

 

This session is designed to answer 1 or 2 of your most pressing financial concerns. Examples include: selecting investments in your 401k, guidance on rolling over funds into an IRA/Roth IRA and investment selection, review of existing budget, or development of a plan to tackle your credit card or student debt.

 

One-time engagement

Includes an 30-min introductory session, a 60-min session to review recommendations, and action items

$400

one-time FEE

 

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Comprehensive Financial Planning

 

After a full review of your financial situation, we will develop a goals-based financial plan, focusing on relevant areas such as budgeting, savings, debt reduction, retirement planning, company benefits, life insurance, and other major areas. We provide achievable action items and assist with implementation.

 

ongoing guidance

Includes 2-3 meetings up-front, quarterly check-ins and monitoring, and available access for ongoing financial questions

$600-$1,000

+$105/month*

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(Typically 2-5 months to "get everything in order")

*Planning Retainer waived for clients for whom we directly manage assets >$200k

// Interested in ongoing financial guidance? Join the waitlist! //

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Investment Advisory Services

 

We manage your individual and joint taxable accounts, Traditional or Roth IRAs, 401k rollovers, and SEP IRAs (self-employed) through secure, user-friendly technology. Access to low-cost, liquid, and globally diversified portfolios. No hidden fees, commissions, or trading costs. No minimum balance necessary. 

 

INCLUDES

Personalized portfolio construction, implementation, and continuous monitoring

0.75%

annual fee based on assets