Empowering You to Live a Life of Fulfillment, Purpose, and Financial Peace.

Based in Austin, we are virtual for flexibility and we accommodate in-person meetings.

We work with clients all over the United States to provide fee-only fiduciary advice.

A Holistic Approach

It’s essential for us that you maximize returns on both your money and your life. Rather than do things the typical way, we’ve created a system designed around your true wealth, beyond the math.

Our Planning Process

We start with your life planning and build your financial plan around it.

Maybe you want to launch a business, change your career, retire early, take a sabbatical, travel around the world, or turn a hobby into something more…

Maybe you want to make the most out of what life throws at you, such as divorce, widowhood, layoff, inheritance, or lottery, etc. Change is not a threat, it's an opportunity!

  • We’ll discuss your financial life at a 30,000 foot view, EXPLORE what a great life looks like to you, have your financial check-ups to prioritize urgent matters.

  • We will dive deep into your answers to the Three Questions, discuss your answers to the Heart's Core Grid exercise, and then create your VISION of a life worth living.

  • We will discuss what could possibly get in the way, review your Ideal Day, Ideal Week, and Ideal Year to identify gaps and create a plan to get there.

    We will work through every OBSTACLE with SMART goal setting method and create an action plan.

  • After determining your life goals, we'll assess how your financial resources can help you achieve them. We organize your financial life by examining all critical elements: cash flow, net worth, equity compensation, employee benefits, college savings, retirement planning, tax strategies, insurance coverage, estate planning, and investment management. Our comprehensive approach ensures nothing is overlooked. We build long-term relationships with our clients, recognizing that financial planning evolves as your life changes.

  • You will get your financial plan and take actions to EXECUTE your plan.

    For DIYers, we will provide complimentary support for 60 days following your project completion.

    For full delegators, we will provide you unlimited implementation support and initiate our ongoing care services to you.

Full Delegators:

Transition to Ongoing Care

  • We prioritize the most important tasks and guide you through other tasks scheduled for the future.

  • We monitor your plan and make changes as opportunities and challenges arise.

  • We monitor and manage your investments.

  • We collaborate with your other financial experts proactively (Estate Attorneys, CPAs, etc.) when appropriate.

  • We schedule your annual comprehensive review meetings.

  • You have unlimited access and support.

How to start?

1

Schedule your complimentary call

Let’s have a conversation to see if your situation matches our expertise.

2

Contemplate our proposal

We’ll share what services are the best fit for your needs and preferences and you think through our proposal.

3

Hire us.

You sign an agreement, upload your financial documents securely, and schedule your next meetings.

Taking control of your financial future can feel overwhelming, but we are committed to making your journey empowering, replacing fear and uncertainty with the confidence to help you build a thriving financial future.

Schedule A Complimentary Call