Is it time to rethink your financial plan?

Financial Planning is the foundation for successful Wealth Management. The answers to all of your financial questions begin with a comprehensive financial plan that we create for you. Your financial plan will address accumulation, preservation, distribution and transfer of wealth.

Is your wealth managed well?

We believe true wealth management includes ongoing portfolio management and a comprehensive financial plan. For optimal results and peace of mind, we recommend you don’t do one without the other.

What To Expect

Onboarding with us is quite simple and enjoyable. Here’s a snapshot of the process you can expect after reaching out for the first time.

Financial Planning


Initial Meeting

This will be our first meeting to discuss your current finances as well as your financial goals and objectives. This will also be an opportunity for us to review our services with you to see if we are the best Financial Planning & Wealth Managers for you.


Data Gathering

We will provide you with a unique link and login to our Client Portal for you to securely share the needed documents to prepare your Financial Plan.


Plan Presentation

In this meeting, we will present your Financial Plan. We will explain the strategies that formulate your plan according to your financial goals and objectives; and how they will be achieved.

Wealth Management



This is where your Financial Plan begins! We will work with you and your financial institutions to ensure that all action items are in place and monitor the processes through to completion. We will discuss the best allocations for your investments and discuss the next steps.


90-Day Review

It is important to us that you stay informed and confident in your Financial Plan and Investments. We will meet after the first three months of your plan being implemented to review and discuss your accounts.


Annual Planning

A lot can happen in a year. that is why we are always available to you with any questions or concerns that can arise. It is our priority to set a time to meet with our clients every year to review any changes, discuss end of year planning, insurance analysis and estate considerations.

Without a plan to reach your goals, you are unlikely to achieve them.

A Financial Plan is a Continual Work in Progress

We work with clients in Allen, McKinney, Plano, Frisco and the surrounding areas to make sure that their financial plan reflects their current needs and addresses significant changes in their financial situation. During the planning process, we may address the following areas depending on your unique needs:

Retirement Analysis

Insurance Planning and Analysis

Risk Management

Portfolio Analysis

Estate and Charitable Giving Planning

Cash Flow Planning

Pre-retirement Analysis

Goal Setting

Tax Planning

Education Planning