(281) 505-8177

Services

We offer more than just financial planning & investment advice. We will partner with you to help you make informed decisions, build your future, and achieve the life you want.

Comprehensive Financial Planning

What’s it like to have your very own “CFO?” We do our best to provide that experience for you. We will assist you with all areas of financial planning. We do all the planning for you, proactively, and aid with implementation. Financial planning includes:

  • Balance Sheet Creation
  • Retirement Planning
  • Investment Strategies
  • Tax Planning
  • Debt Management
  • Estate Planning
  • Education Funding
  • Insurance

The real benefit is not any one of those areas individually, but rather the intersection where they all meet. Comprehensive financial planning is included if you are an investment management client. If you wish to just have us provide the planning, we can do so at a flat fee or hourly, depending on time involved, complexity of your financial picture or situation, and your wishes.

Investment Management

You get all the benefits of the Comprehensive Financial Planning model plus we take it a step further to implement the investment management for you. Fees for investment management services are based on the value of total assets under management. Comprehensive Financial Planning is included for all investment management clients at no additional charge.

AFter Divorce Transition Assistance

Have you recently walked through a divorce? If so, we can help you! We can professionally help you as well as personally – as we have been there ourselves. We strive to provide peace of mind and restore order as you move into your new life. We will provide financial coaching and counseling as needed and wanted. We can also help you move the assets you were awarded to your name, assist with facilitating your Qualified Domestic Relations Order(s) (QDRO’s) and provide comprehensive financial planning as well as investment management.

For those wishing to use us for investment management we offer these services at no additional cost. We will facilitate all of the paperwork transfers, handle the phone calls and do all we can on your behalf and manage your assets if you wish. If you want to manage your own assets and only want help with planning and transition, we can do so at an hourly rate or a flat fee dependent on the complexity, time needed and your wishes.

Small Business Financial Coaching

This service is for business owners who are expanding and need additional guidance. Our services include retirement plan creation or evaluation, succession planning, and business partnership agreement planning. We partner with business attorney’s, CPA’s, payroll companies and liability insurance experts to bring you a team of experienced professionals to guide you and your business to the next level.

Choosing a financial planner is an important decision.

Get personalized attention from a boutique firm.
Menu of Services
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Address:

1095 Evergreen Circle
Suite 200
The Woodlands TX 77380

Phone Number:

281-505-8177