Sleep On It!
We have thoughtfully designed our process to give us (you and me, “tú y yo”) a platform to get to know one another, thus allowing us to make educated and informed decisions about working together. Our goal is to demonstrate, in plain English, how we can deliver massive value by helping you make the most of your life with the wealth you have now, and how our planning approach will bring organization, clarity, and confidence to an otherwise messy, complicated, and intimidating subject: money.
There is no initial cost or obligation, because we want you to know exactly how we can help you before you pay us a single dollar or trust us with a penny of your nest egg. We have the capability to meet with clients nationwide virtually or in person at our home office in Austin, TX.
**While we would love to work with you, if at any point in the process you decide we are not a good fit, we will wish you the best and continued success. No hard sell or pressure. I would not want that for my family, myself, or anyone else. We are happy to refer you to another fiduciary who may be a better match.**