What is financial planning, and why should I do it?
What is your idea of a fulfilling life? Are you on track financially to get there? Personal financial planning, in combination with life planning, can help you answer these important questions.
The Mercer Street blog
Practical writing on tax, business, estate, and investment decisions from a CPA and CFP® in Houston.
What is your idea of a fulfilling life? Are you on track financially to get there? Personal financial planning, in combination with life planning, can help you answer these important questions.
A comprehensive plan is $5,000, with our best rate of $450 per hour afterward. Limited-scope advice without a plan is $600 per hour with a 2-hour minimum. No asset minimums or commissions.