Our advice-only financial planning process puts you at the center.

  • Money Mindset

    Every engagement starts with an assessment of your money mindset to help understand your unique relationship with money.

  • Set Your Goals

    We will work together to identify short, medium, and long term goals that become the north stars of your plan.

  • Create a Plan

    After a holistic review of your financial life, we will craft a financial plan that aligns with your definition of success.

  • Put It In Action

    Finally, we work together to bring your plan to life!

Meetings Over the Four-Month Engagement:

  • During this meeting we will:

    -Evaluate your financial perspective assessment

    -Define short-term, medium-term, and long-term goals

    -Create your financial dashboard

  • -Prepare net worth statement

    -Review your current spending plan

    -Discuss savings plan strategies

    -Refine goals with specific action plan

  • -Provide investment strategy recommendations

    -Evaluate education savings plan

    -Discuss insurance coverage

    -Review real estate plan

  • -Revisit investment recommendations

    -Analyze tax implications of financial plan

    -Review estate plan

    -Refine goals for financial planning scenarios

  • -Run financial planning scenarios

    -Revisit any topics from prior meetings

At the end of our four-month engagement, you will have:

✔ Actionable financial planning, investment, and tax strategies you can implement to optimize your financial life

✔ Short-term, medium-term, and long-term goals identified

✔ A greater sense of financial health

How we communicate during our work together:

🖥 Videoconference - Meetings are conducted via Google Meet. I am also happy to meet in person with clients in the greater Houston area.

📧 Email - Outside of meetings, we communicate primarily through email. I aim to return all emails within one business day.

Tools & Tech you will have access to:

Right Capital – This is the financial planning dashboard we will use to organize your financial life and run financial planning scenarios.

Monarch Money – This spend plan tool will give you better visibility into your cash flow.

The flat fee for four months of working together is $4,000. We will meet at least 3-5 times during this period to build your financial plan.

Following the initial four-month engagement, we will meet on an hourly basis as needed. The hourly rate is $250.

All fees will be paid monthly in arrears.

Invest In Your Financial Health