Financial Planning and Investment Advice
We offer integrated financial planning services designed specifically for successful business owners, international professionals, and college-bound families with US$2 million or more of investable assets or US$200,000 or more in annual household income. Below are some of the services we offer, either as a limited scope planning engagement, or integrated into one comprehensive financial plan.
Life planning - the essential starting point in determining where you want to go and how best to align your finances
Tax planning advice - guidance for the tax impact of all life decisions that you make
Harnessing your spending so you can travel in comfort and style
Investment and income planning to help you reach your financial goals
Ensuring your wealth is passed on as you intend to the people and causes you care deeply about
Managing the risks of unforeseen events such as property damage or untimely death
Optimizing the benefits you receive from your employer or business
Guidance on the best identity protection and cybersecurity practices to protect you and your family
Strategies to shield your assets from creditors, litigants, and other financial risks
College planning for the ones you love
Cross-border planning for non-U.S. persons legally residing in the U.S. and for individuals with U.S. ties living abroad
Answers to financial-related questions as they inevitably arise during the course of life, tailored specifically to you
Fees for Services Offered
We are an hourly financial planner.
Comprehensive financial plans, which include implementation support, start at US$10,000.
On-going support past the initial implementation phase is billed at an hourly rate of US$450.
Project-based financial planning is billed at an hourly rate of US$600. Our minimum fee for project-based financial planning is US$1,200 and there is a two-hour minimum.
Who We Work With Best
Business Owners
Professionals with International Lives
College-bound Families
Houston is home for us, but so long as you have a device that can connect to the internet, we are not bound by geography.
Why Work With a CPA Financial Planner?
A founding principle of the AICPA Statement on Standards in Personal Financial Planning Services and the CPA Code of Professional Conduct is to “always act in the best interest of the client,” an exceptionally important factor in selecting a financial planner.
Additionally, as a fee-only financial advisor in Houston, we are fiduciaries who are bound to uphold the highest standard of care in all we do for our clients. We are required to put your interests ahead of our own and always act in your best interest.
We have set up our pricing structure in line with the fiduciary standard. As an hourly financial planner, we state our fees clearly and upfront. We do not accept commissions or sell products. We established our pricing this way to be fair, logical, and transparent; in the spirit of aligning our interests with yours.
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