What to do with your old 401(k)
postHuzzah! You have a new job! Then your former employer sends you a letter asking if you want to move the money out of your old 401(k). What are your options and which is the right one for you? First, … Read More
‘Tis the Season for Scams
postWe’re heading into the holiday season and that means more people will be trying to trick you into giving them money or even better, your personal information. How’s that for some holiday cheer? Recently I was scrolling through my Twitter … Read More
Why I Chose the Income + Net Worth Retainer Model
postSince deciding to start a career in financial planning 14 years ago, I’ve been looking for a model that made it possible to serve people whose financial situation looked more like mine. But I struggled to find a satisfactory answer … Read More
We’re OPEN
postEarlier this morning I received an email from my state regulator letting me know that I am now registered in the State of Texas. So as of today we’re open for business! If you want to schedule a call with … Read More
Work With Us
pageFinancial Planning is an in-depth technical process, a process which doesn’t matter unless your goals, aspirations, and relationship with money are known first. We work through a process of getting to know you so that the steps we take in … Read More