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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?
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.