Growing your family, buying a home, switching careers, entering retirement - life’s biggest moments can have a significant impact on your entire financial landscape. So why work with an advisor who is only focused on your investments? Instead, we take a holistic approach to understanding your financial picture today, and how we’ll need to prepare it for tomorrow.
While investments are an important part of any financial plan - we understand they’re not the only part. Whatever it is you’re looking forward to next in life, we’re here to help you get there.
You’ve been out of college for a while now, but things are finally falling into place. You’ve gotten married, maybe had a kid, settled down and now you’re ready to take your financial obligations more seriously. We’ll work together to help you understand where your focuses should be right now, what you can expect coming down the line and how your portfolio should be aligned with your long-term goals.
You're hitting a peak in your career, and you’ve found a level of stability in your current financial matters. But perhaps a kid is heading off to college soon and you need to make sure you’re prepared, or you can’t stop daydreaming about retirement - and maybe even both. Together we’ll work on addressing your current or upcoming financial concerns while keeping your retirement at the forefront of our planning.
You’ve reached retirement - a well-deserved time of relaxation, independence and freedom. But as you near or transition into retirement, complexity and confusion surrounding your financial picture can grow. We’ll help you address your options when it comes to Medicare supplemental planning, Social Security optimization, withdrawing in a tax-efficient manner and more.
If you’re local to the Houston, TX area, we’re happy to meet with you in person at our offices, over a cup of coffee at your favorite shop or virtually if you’d prefer. For those living outside of Houston, we’re happy to offer remote meetings by utilizing today’s top screen-sharing applications.
We’ll start by simply getting to know you and your financial picture a bit better. We’ll discuss how we may be able to bring value to your financial life, and we’d be happy to answer any lingering questions you may have about our firm. It is our goal to work through identifying and selecting your financial goals by the end of this initial meeting.
If you have a current financial plan in place, our next step will be to review it thoroughly. After doing so, we’ll chart out any of our suggestions for improvements or changes, and discuss potential courses of action to consider.
Based on your specific goals and needs, we’ll get to work developing your tailored financial plan. In addition, we’ll take a look at your current portfolio and provide our investment recommendations as well.
Once we’ve finished planning, we’ll meet with you to go over in detail our proposed strategies and solutions. Whenever you’re comfortable, we’ll move forward in taking the actionable next steps needed to begin implementing our recommendations.
Your financial plan and portfolio need to evolve in order to accommodate your changing needs, time horizon and goals. We’ll check in quarterly to review your portfolio and discuss any changes, and we’ll meet annually to take a deeper dive into your progress and financial landscape.
Whether you have a question or you’re looking to take the next step in working with an experienced, dedicated advisor, simply fill out the form below or schedule a meeting to get started.