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Comprehensive Services

Financial Planning

We provide a thorough and personalized financial planning service designed to empower you with clarity and direction. This service is ideal for a wide range of individuals, including professionals, doctors, dentists, DIY investors, and those seeking an expert second opinion. Unlike ongoing investment management, our financial planning offering focuses on crafting a detailed, actionable roadmap tailored to your unique investment and financial goals. We equip you with clear steps to confidently pursue your objectives, without the inclusion of continuous portfolio monitoring.

Cash Flow Planning

Strategic planning for how you spend your money today and tomorrow ensures you stay aligned with your financial goals.

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Risk Management

Safeguarding you, your family, and your financial assets is essential to securing your financial stability and peace of mind.

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Estate Planning

Death is an inevitable part of life, and estate planning ensures your final wishes are honored.

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Portfolio Analysis

Gaining a clear understanding of your portfolio—its investments, costs, performance, and more—empowers you to make informed, strategic decisions for long-term success.

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Investment Allocation

Crafting the right mix of assets tailored to your risk tolerance is crucial for minimizing investment risks and avoiding costly missteps.

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Retirement Planning

A clear, detailed plan for your retirement reduces future stress and sets you up for a fulfilling next chapter. Starting now gives you the advantage of time to build the future you deserve.

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Education Funding

With the cost of higher education climbing each year, planning ahead is key. Explore smart saving and investment strategies to secure your child’s or grandchild’s educational future.

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Tax Planning

While taxes are inevitable, proactive strategies can minimize what you owe the IRS over time.

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Student Loan / Debt Reduction

Escaping the burden of debt can feel challenging, but a smart, tailored plan makes it achievable.

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Have any questions

Schedule a Meeting

What is the new client process?

Our journey together begins with an introductory meeting. This session allows us to define the scope of our engagement, address any questions you might have, and ensure we’re aligned on your goals.

Is the first introduction meeting free?

Yes, the introductory meeting is completely free of charge. We’re excited to assist you—please schedule a meeting today!

How much does a personal financial plan cost?

Every client’s financial situation is unique, so the complexity of each financial plan varies. After the initial meeting, we determine plan fees based on the intricacy of your specific circumstances. Typically, our services range from $600 to $1,200.

Who are your typical clients?

We serve a diverse range of individuals and families, including:
  • High net worth individuals and families
  • Professionals (executives, doctors, dentists, and more)
  • Retirees
  • Do-it-yourself (DIY) investors
  • Beneficiaries of inheritances
  • Individuals seeking a second opinion on financial and investment matters

Can I schedule an in-person meeting?

Yes, we are happy to meet you in person if your located in Austin, Texas.