Every good plan starts with a conversation.

Watch the video first, then complete the form. If we’re a good fit, you can schedule a complimentary intro call at a time that works best for you.

Clarity begins with the right guide.

Whether you’re building wealth or preparing for retirement, the right information makes every decision easier. Choose the guide that fits your stage of life and take your next step with confidence.

Can You Retire? The 5 Critical Questions to Ask (and Answer)

Explore five essential questions designed to help you make informed decisions about your financial future.

The New Investor Roadmap: GPS for Building Wealth

Explore six essential steps to help you take control of your finances and start building long-term wealth.

The-Smart-Road-to-Advisor-Growth-guide-new

The Smart Road to Advisor Growth: A practical guide for ambitious advisors ready to scale

Explore practical strategies to help you scale your advisory business with clarity, structure, and confidence.
The-Retirement-Transition-Guide-new

The Retirement Transition Guide: Your roadmap to a values-driven exit

Explore a step-by-step roadmap to help you retire on your terms while preserving your legacy and supporting those you serve.

Got questions? We’ve got answers.

It costs nothing to start a conversation with us, and we’re here to make the process simple.

How are you different from other financial advisors?

Our planning starts with what matters most: your vision and your goals. Our approach combines real expertise with a small-team, hands-on experience so your plan stays personal and relevant.

Can you work with clients virtually or in other states?

Yes, we can work with clients from across the country. Whether you meet with us in our Houston office or virtually, we’re designed to be just as personal, clear, and productive.

Do you work on an hourly or project basis?

Meaningful financial guidance takes time to understand your goals, values, and the changes life throws at you. That’s why we offer an ongoing advisory relationship: clear, personal advice plus the follow-through to keep it working for you and your family.

Why do I need a financial advisor?

Because life is complicated enough. We help you simplify decisions, avoid costly mistakes, and create a plan you can trust—so you don’t have to figure it out alone.

How much does it cost to work with you?

Our fees are upfront and tailored to your situation. No surprises, just clear communication about what you’re getting.

What do I need to bring to our first meeting?

Just bring yourself, your questions, and any information about your financial goals or current accounts. We’ll guide you through everything else.

How often will you check in with me?

We provide regular progress updates and meet as often as needed to ensure your plan stays aligned with your goals.