Financial planning is about more than just numbers—it’s about creating a clear, flexible strategy that supports the life you want to live. At Axon Capital Management, we work with individuals and families to build personalized financial plans that bring structure and intention to every financial decision.
Comprehensive goal-setting for retirement, education, and life milestones
Cash flow and budgeting analysis to ensure you’re living below your means with purpose
Strategic savings plans tailored to your lifestyle and future priorities
Investment recommendations aligned with your long-term objectives and risk tolerance
Whether you’re mapping out the next 30 years or just trying to make smarter choices today, our process is designed to help you clarify your goals, prioritize what matters, and take confident steps forward. We believe good planning is proactive, adaptable, and always rooted in your values—not someone else’s template.
Who We Work With
An Inside Look At How We Help
Click the below tabs to see how we can help you plan for the future:
Uncertain about long-term financial security post-divorce
No clear investment strategy or retirement savings plan
Needed help organizing personal and business finances
Solution
A financial planner at Axon created a foundation for Rachel focused on clarity and control:
Consolidated accounts and set up separate business and personal budgets
Rebuilt an investment strategy using IRAs and a solo 401(k)
Prioritized an emergency fund and insurance coverage for peace of mind
Outcome
Rachel has regained confidence in her financial future. With a clear plan and organized finances, she’s saving consistently, growing her business, and building long-term security on her own terms.
The above case studies are hypothetical in nature and do not involve real client data. The above results should not be construed as a guarantee of any future results when engaged in financial planning or advisory services.
Case Client: Emily and Jordan
Background: 32-year-old marketing manager and 33-year-old software engineer in Cedar Park, recently welcomed their first child
Life Stage: Early-career, dual income, new parents
Planning Problems
No clear budget after parental leave and daycare costs
Unsure how much to save for their child’s education and future
Concerned about maintaining lifestyle while increasing savings
Solution
Our financial advisors built a plan centered around family priorities, including:
A realistic post-baby budget to restore savings and manage daycare expense
A 529 education savings strategy with automatic monthly contributions
A coordinated plan for employer benefits, HSAs, and Roth IRAs
Outcome
Emily and Jordan now feel in control of their finances with a plan that balances family needs and future goals. They're saving consistently, tracking toward early mortgage payoff, and feel peace of mind knowing their child’s future is accounted for.
The above case studies are hypothetical in nature and do not involve real client data. The above results should not be construed as a guarantee of any future results when engaged in financial planning or advisory services.
Comprehensive Financial Guidance
A breakdown of our service offering and the accompanying costs:
AUM – Ongoing Planning
This model is for clients seeking ongoing support and a hands-on partnership to manage their investments and financial life. I work with you continuously to ensure your plan stays aligned with your evolving goals and market changes.
Investment management tailored to your risk tolerance and objectives
Ongoing financial planning covering areas like retirement, taxes, equity compensation, and more
Proactive strategy adjustments as your life changes (e.g., new job, family milestones, or major purchases)
Unlimited communication and support to answer questions or address concerns throughout the year
Assets Invested
Annual Fee
$0-$250,000
1.20%
$250,000 - $2,000,000
1.00%
$2,000,000 - $5,000,000
0.80%
> $5,000,000
0.60%
Not blended, you move up full tiers as AUM grows. Example: For $350,000 in managed assets, the annual fee would be approximately $3,500. The fee is charged quarterly and deducted directly from your investment accounts for convenience.
Mid-career or high-income earners looking for ongoing advice and portfolio management
Clients who prefer to delegate financial tasks and want a dedicated advisor to help navigate their financial journey
Full Financial Plan
This model is ideal for individuals or families who want a comprehensive financial plan but prefer to implement it on their own. In two focused meetings, we’ll create a personalized roadmap for the most important areas of your financial life.
A full review of your current financial situation, including income, expenses, investments, and debt
Major life goals like home buying, education funding, or early retirement
Retirement savings (401(k), Roth IRA, IRA)
Equity compensation planning
A detailed written financial plan with actionable steps
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