Have questions about your financial life? You're in the right place.

Purpose: This is a no-pressure conversation where we get to know each other. We’ll talk about your goals, financial questions, and what’s brought you here—whether that’s preparing for retirement in Sun City, managing equity comp from a tech job in Austin, or navigating life transitions right here in Georgetown. I’ll explain how I work as a fee-only fiduciary advisor and help you decide whether my services are the right fit.

Outcome: You’ll walk away with a clear understanding of how Axon help clients across Central Texas—and whether we’re a good match to move forward.

Purpose: We’ll take a deep dive into your financial life—income, expenses, investments, taxes, debt, and future aspirations. This step is all about listening and learning what matters most to you. Whether you’re aiming to retire early, optimize stock options, or stay on top of cash flow while raising a family in Georgetown, I’ll help you clarify your top priorities.

Outcome: You’ll leave this step feeling heard and confident that I have a comprehensive understanding of your finances and goals.

Purpose: We’ll co-create a financial plan that’s designed specifically for your life and goals. I’ll present tailored strategies—like how to reduce taxes, invest wisely, or prepare for healthcare costs in retirement—and explain the pros and cons. You’ll have plenty of room to ask questions and provide feedback. Your plan will reflect your values, your timeline, and your future in Central Texas.

Outcome: You’ll feel empowered knowing that your plan is designed with your active participation and aligned with your long-term vision.

Purpose: This is where everything comes together. I’ll walk you through your comprehensive plan, which may include investment recommendations, tax strategies, Social Security planning, or next steps like rolling over a 401(k) from a former employer in Austin. We’ll clarify action items, timelines, and tools. You’ll receive a written plan with everything we discussed, ready to implement.

Outcome: You’ll leave this step with a clear, actionable roadmap and the confidence to start putting your plan into motion.

Purpose: Financial planning is an ongoing process, not a one-time event. I’ll monitor your progress, adjust strategies as your life evolves, and keep you on track to achieve your goals. You’ll have regular check-ins with me to review your plan, ask questions, and make updates as needed. I’ll proactively share new opportunities, tax strategies, or market insights that could benefit you.

Outcome: You’ll feel supported every step of the way, knowing I’m here to adapt your plan to life’s inevitable changes.