Core Beliefs

At new Dimensions Wealth Mangament, we are guided daily by a collection of beliefs that set the course in every interaction we have with our clients.

Financial Planning Makes Your Life Better

Without a plan to reach your goals, you’re unlikely to achieve them. We provide confidence and peace of mind for today and tomorrow.

Clear Fees and Transparency Matter

No hidden or complex fees here. We strive to make sure that our costs are clear and simple.

Wealth Has Many Dimensions

A balanced perspective and a full life require attention to every dimension of wealth.

Simplicity Is The Key To Success

Investing shouldn’t be made to look difficult when it isn’t. We do not believe in pretending to add value.


Meet our leaders, Lance, Tiffany and Joy, long-time financial services professionals passionate about helping individuals and families achieve their financial goals.

Lance Alston CFP®, President

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For more than 24 years, Lance has been helping families in the greater North Texas and surrounding areas plan for their financial futures.

Lance has a BA in International Business from the University of Texas (Austin, Texas), an MA in Economics from George Mason University (Fairfax, Virginia) and a Certified Financial Planner (CFP®) designation. He has been honored to have been named one of the “Best Financial Planners in Dallas” in every D Magazine survey since 2004.

Lance started his career in 1998 at a prominent Dallas Financial Planning Firm, Carter Financial Management, where he had the opportunity to work at one of the first firms to promote comprehensive financial planning (way back in 1975), with one of the most recognized financial planning teams in the country.

From there, Lance went on to be the President, Partner and Chief Compliance Officer at another prominent firm in Dallas, JWA Financial Group. In addition to working with such a great team and wonderful clients, Lance had the privilege of co-hosting a weekly financial radio show, having the honor to interview such notable financial thinkers as John Bogle, Eugene Fama, Robert Reich and Arthur Levitt.

Lance enjoys giving back to his community and has been honored to sit on numerous boards such as the Advisory Board for the Journal of Financial Planning, the Finance
Committee for Stonebridge Ranch HOA, the Board of Directors and Pro Bono committee for the DFW Financial Planning Association, and the Board of Directors for Agape Medical Clinic in Dallas. He is now very active in supporting the Community Garden Kitchen, a non-profit in McKinney that is focused on providing prepared, healthy meals to those facing food insecurity.

Lance is most proud of his two greatest accomplishments, his daughters Claire and Olivia. His favorite thing to do is spend time with them in the mountains – away from the Texas heat!

Tiffany Finney-Johnson CFP®, Director of Financial Planning

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Tiffany joined New Dimensions in 2012 and serves as the Director of Financial Planning bringing over 17 years of experience to our firm, delivering comprehensive wealth
management strategies to her clients. She thoroughly enjoys problem solving and helping clients achieve their financial and personal goals.

D Magazine’s list of Best Financial Planners, Texas Monthly Magazine Five Star Wealth Managers and the recipient of the DFW FPA Young Guns Award are just a few highlights of the recognition that has been awarded to Tiffany. A Texas Tech University graduate, Tiffany earned a Bachelor of Business Administration in Finance and a Master of Science in Personal Financial Planning.

She holds a Certified Financial Planner™ (CFP) certification. She has participated in various boards including the Board of Directors for the Financial Planning Association (DFW), the Pro Bono Board for the Financial Planning Association (National) and the NexGen Pro Bono Coordinator for the Financial Planning Association (National).

Outside of work you can find Tiffany and her husband Ryan cheering on their kids Harper and Cole playing any sport available. If not on the sports field/court you will most likely find them exploring the outdoors.  

Joy Lee
Director of Operations

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Joy has been passionately serving financial planning clients for over 24 years.

She started her career in 2000 at a Dallas financial planning firm, Carter Financial Management, as the administrative assistant to the firm President.

Joy grew in her knowledge of the financial planning world and found a love for the client service role and mentoring. She became Vice President of Client Service at JWA Financial Group where she worked closely with Lance and Tiffany. When JWA was acquired by Buckingham Asset Management, Joy remained on the team and enjoyed the challenge of being West Coast Client Service Manager. She helped onboard teams of advisors and client service associates onto the Buckingham platforms while continuing to maintain client relationships for over 200 households.

In 2018 Joy had the honor of joining another prominent firm in the Dallas wealth management arena, Beaird Harris Wealth Management, as Operations Manager.

Joy kept in touch with Lance and Tiffany over the years and admired what they were building together at New Dimensions Wealth Management, LLC. When the stars aligned, she joined the team in 2024 as Director of Operations. She is at your service and happy to assist with account maintenance, deposits, transfers, new accounts and anything else you might need!

She and her husband Shawn have four children, Valory (Wildlife Conservation Major @ A&M Commerce), Taiven (Police Academy in Alabama), Tyler (United States Air Force) & Gabrielle (StateFarm training coach) married to Chase (StateFarm data analyst). They also have two grandchildren, Nathanael & Harmoni, with one more on the way! Joy’s passion for serving others also extends to the Celebrate Recovery ministry team at Fellowship Forney where she helps women find freedom from all types of hurts, hang ups and habits. She enjoys supporting other philanthropic initiatives such as Compassion International, Minnie’s Food Pantry and several missionaries across the globe.

Typical Client Profile

We serve clients of every age, life status, and wealth levels, but many of our clients fall within three main categories.


This phase typically occurs 10 to 15 years before retirement. In this stage, you are paying down debt, in the process of paying for your children’s education, saving for retirement, and accumulating wealth. We help you to plan for all of these activities.

Retirement Red Zone

This phase occurs five years before or after retirement. In the retirement red zone, our main focus is to create and implement a solid plan for your transition into retirement. We help you to prepare and make any necessary adjustments, both before and after your retirement date.


Individuals and families in retirement typically want to establish a consistent income stream, mitigate taxes, and preserve their wealth. We take care of the details so that you can enjoy the retirement you’ve worked so hard to earn.