Schedule a Call

Located in Dallas, TX serving clients virtually across the United States.

This complimentary 60-minute Zoom call is a chance for us to get to know each other and explore your financial planning needs during this discovery call.

We’ll ask questions, listen, and learn more about your family, financial aspirations, and what you’re looking for in an advice only planning relationship.

What you can expect

We’ll ask about what brought you in today, your goals, and the people most important to you. We’ll talk about how you see money fitting into your life and where you want to be in the next few years.

You can ask us anything about fees, process, or how we work with clients. This is not a sales call. It’s a confidential conversation to see if working together makes sense.

Who we work with

Our services are for people who:

  • Have income, net worth or assets of at least $250,000
  • Are between ages 30 and 55
  • Want to build a long-term relationship with a financial planner
  • If partnered, both partners engage in the process

Pricing and availability

Ongoing annual planning fee: $10,000/yr ($834/mo)

You pay one flat annual fee, billed monthly. Billing begins on the 1st of the month and continues monthly. Cancel with 30 day’s notice.

We limit new clients to maintain quality service. Start dates are always on the 1st of the month, with up to two new clients beginning each month.

For any other questions please read our Frequently asked questions (FAQs.)