Many prospective clients wonder how to begin and what our new client process entails. We’ve designed it to be straightforward, seamless, and transparent. The journey starts with our financial planning services, followed by ongoing wealth management services for those who choose to continue. For a clear overview, please review the flowchart below to see how the process unfolds.
Prospective Clients
New Client Process
Have any questions
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Is the first introduction meeting free?
Yes, the introductory meeting is offered at no cost. We’d be delighted to assist you—please schedule your meeting today!
What are the fees / how much does it cost?
Our fees vary depending on your unique financial situation and the services you choose. For a detailed breakdown, please refer to our fee section here →
Who are your typical clients?
We proudly serve a diverse group, including:
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High net worth individuals and families
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Professionals (executives, doctors, dentists, and more)
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Retirees
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Do-it-yourself (DIY) investors
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Beneficiaries of inheritances
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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 you are located in Austin, Texas.
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Please schedule an in-person meeting with this link →