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Have questions about your financial life? You're in the right place.
Start HereHow do I organize my financial life?
Are we maximizing our RSUs?
Are we overpaying in taxes?
Should we have a Roth IRA?
What do we do with our old 401(k)?
Are my investments properly diversified?
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Please submit the form with any questions or comments and we'll be in touch shortly.
If you'd rather not wait, you can also book a time directly on my calendar using the link below:
Schedule a call
A few ways we're different than the typical financial advising firm:
Fee-Only Advice – No hidden commissions or sales pitches—just advice in your best interest.
Fiduciary Standard – Legally required to act in your best interest at all times.
Personalized Planning – Modern tools and tailored strategies designed for your unique goals.
Holistic Wealth Management – More than just investments—we optimize your entire financial picture.
Rooted in Central Texas – We understand the impact of local taxes, housing trends, and community dynamics
Hidden Fees & Commissions – Conflicted advice that may prioritize their earnings over your best interests.
Suitability Standard – Recommends products that might not be the best option for you.
One-Size-Fits-All Approach – Generic plans that don't consider your unique career and financial goals.
Investment-Only Focus – Overlooks critical areas like tax strategy, cash flow, and career transitions.
Limited Knowledge of Local Area – Potentially leading to missed opportunities and costly tax mistakes.
A breakdown of our service offering and the accompanying costs:
Schedule a Call with Us
This model is for clients seeking ongoing support and a hands-on partnership to manage their investments and financial life. I work with you continuously to ensure your plan stays aligned with your evolving goals and market changes.
Not blended, you move up full tiers as AUM grows. Example: For $350,000 in managed assets, the annual fee would be approximately $3,500. The fee is charged quarterly and deducted directly from your investment accounts for convenience.
Get Started
This model is ideal for individuals or families who want a comprehensive financial plan but prefer to implement it on their own. In two focused meetings, we’ll create a personalized roadmap for the most important areas of your financial life.