Financial Guidance for Every Dimension of Wealth

Trusted by families in North Texas for over 20 years.

How can we help you?

We are at your service. Simplifying the dimensions of your wealth.

Financial Planning

We strategically prepare a plan designed to help you make the best use of your money and to set a path for you to achieve long-term financial goals and objectives.

Wealth Management

We provide financial advice and ongoing management based on the strategic goals of your Financial Plan, overseeing many dimensions including retirement, investments, risk, taxes, real estate and more.

Get Your Free Copy of Wealthfulness Today

Understand markets, make better financial decisions, choose happiness, and act on your financial goals.


Read up on the latest macroeconomic trends and time tested best practices.

Welcome to the New Dimensions Team, Joy Lee!

We are excited to share some important news about changes at New Dimensions!We are thrilled to announce that Joy Lee has joined our team as Director of Operations. Joy and Lance started their...

Our Thoughts on Bear Markets

Our Thoughts on Bear Markets

Markets around the world officially entered bear market territory last week.  We understand that market declines are stressful, regardless of how many times you’ve been through...