Southern Dallas' fee-only financial planner.

We implement solutions that bring certainty in achieving your ideal financial outcome.

Create Your Ideal Financial Outcome!

Don't become a member of the "shortfall" generation as indicated by this article in the WSJ.  Take complete control of your money and create "walk-away" wealth!


Find out if you're on track to live the life you've worked so hard to enjoy.

Here's why we might meet...

These are the three ways I meet most of my clients...

We want to help you live with financial contentment...

READY TO START LIVING YOUR BEST LIFE NOW??

Our podcast delivers the tools to get you better results in your life and with your money--without the stress and the mess,  You can find us on Itunes, YouTube, Soundcloud, and Stitcher.

DO YOU CONSIDER YOURSELF FINANCIALLY READY?

In 60 seconds find out your financial "blind-spots" and how to fix them.


Click here to begin the quiz!

ARE YOU DOING EVERYTHING YOU CAN TO CREATE "WALK-AWAY" WEALTH?

In "Creating Wealth to Walk-Away" I uncover 5 common mistakes made by busy professionals that jeopardize their ability to create wealth.

Our Partners & Accountability

Asset custody with a global custodian

Fee-only fiduciary standard

24/7 Client Portal Access

A scientific approach to investing

Ready to change your current situation?

Send us a short message. We'll respond within the business day.