Our Services & Fees

Fee Only Financial Planning

 

Our services and fees

Fee-Only Financial Planning

Austin and Houston

Our comprehensive fee only financial planning services include:

Cash Flow Planning

We’ll help map out your expenses so you know exactly how much you need to save, spend and invest every month.

Education Planning

From scholarships to payment plans, we’ll provide you with the peace of mind you need to look forward to their future.

Estate Planning

Prevent future family tension and confusion with an estate plan that outlines your wishes and secures your legacy.

Retirement Planning

Eliminate doubt and fear about the future with a strategy that will help you maintain your lifestyle past employment.

Risk Management

We’ll review any current policies and make recommendations as needed to help make sure you’re protected from the unexpected.

Tax Planning

Discover new tax savings, learn about the latest tax reduction strategies and always know exactly how much you need to pay.

 

Fee Only Wealth Management

Austin and Houston
We believe that when done correctly, wealth management consists of three unique but interrelated parts.

We’ll perform a comprehensive evaluation of your financial situation to predict future cash flow, asset value, potential diversification and withdrawal plans.

This stage is all about education — informing you of common mistakes people make when making financial decisions and the steps you can take to avoid them.
With your timeline and risk tolerance in mind, we’ll identify the best investment vehicles to utilize according to your unique needs and goals.

What We Charge

As a fee-only wealth management firm, we never earn a commission. We never act as salespeople. And we’ll never hide how much our services are going to cost you.

 

Our Fees
  • Wealth Management We have NO minimum asset requirements, however, we do have a minimum quarterly fee of $500.