What is comprehensive financial planning?
Comprehensive financial planning seeks to define relationships between all the areas of finance as they pertain to your personal goals.

What is fee-only?
We are members of The National Association of Personal Financial Advisors (NAPFA). We sign a fiduciary oath. YOU pay us for our advice. We do not sell anything. We’re compensated by no one but you.

What do you do?
We guide you through the development of a strategy to help you define and meet your financial goals.

I want to come in and meet with someone. What do I do?
Please call 512.453.6622 and we will arrange for you to speak with one of our planners to determine whether our services fit your specific needs. If interested, please click here!

Do I have to meet a minimum dollar amount to work with you?
Fees for initial comprehensive planning services are based on annual retainers. Initial annual retainer fees of $5,000 to $12,000 are typical and higher fees may apply in more complex situations.

Who will I meet with? How do you determine who I meet with?
In most situations you will meet with one or more of our CERTIFIED FINANCIAL PLANNER™ Practitioners and planning support professionals. We try to match your financial needs to one or more of our firm member’s areas of expertise.

How long does it take to do a plan?
Usually 8 to 12 weeks.

How many meetings will we have?
We may meet as few as three or as many as six or more times the first year.

How do you determine fees?
We base our financial planning retainer on an estimate of the time and resources needed to develop, implement and monitor the financial plan.

What does it cost to have you manage my money?
Click on our fee schedule for a breakdown.

Can you mail me some information?
You can download our brochure.