Helping You Set and Achieve Goals Tailored to Your Unique Journey

We specialize in expert virtual financial planning for clients nationwide, as well as in-person services for those in Dallas, Texas. No matter where you’re located, we provide personalized guidance to help you navigate your financial journey with confidence.

Each service begins with a complimentary introductory call to understand your unique needs and determine the best path forward.

Hourly Planning

Everyone’s financial situation is different, and we believe your planning experience should reflect that. Some clients come to us wanting help with a specific concern—like budgeting, saving for college, planning for retirement, understanding insurance needs, or making the most of workplace benefits. Others are looking for a comprehensive plan that brings all the pieces together into one cohesive strategy.

Whether you're focused on a single goal or want to take a holistic look at your financial life, we’ll tailor our services to match your priorities. Our role is to provide clarity, personalized guidance, and ongoing support—so you feel confident in the choices you're making now and in the future.

Divorce Planning

Every divorce has numbers, but every client has a story. My role is to guide the financial side with fairness and excellence while honoring the humanity and hope behind every decision. We are committed to bringing not just solutions, but light and stability into a very uncertain time.

Going through a divorce can be one of the most stressful and exhausting times in a person’s life, sometimes leading to rushed decision making when it comes to splitting marital assets.

We’ll work together to analyze all assets including cash, investments, retirement accounts, and property and make decisions using powerful data to protect your future.

Ongoing Planning

Make an ongoing commitment to your financial goals.

We’ll start with a comprehensive analysis of your financial position and create a holistic financial plan that focuses on reaching your short and long-term goals.

Along with ongoing communication, we’ll meet for review meetings twice a year — every year — to ensure you stay on track, and we’ll revise your plan and our strategy as your circumstances and/or goals change.

Ongoing service includes a focus on cash flow, retirement planning, tax strategy, insurance analysis, estate planning, educational planning, and investments including an annual rebalance of your portfolio.

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