30 min. We want to help you understand, clarify any financial concern for you and your family. Please share any special needs or new situations in advance so we can cover topics in more detail
Dave Ramsey Smart Vestor Builder
15 min. For investors in their "Building" phase of life with less than $250,000 of investable assets. Includes a wide array of planning topics: amount to save, risk management, college savings, etc. Financial planning fee of $1,200 for first year
Dave Ramsey Smart Vestor
15 min. For investors with at least $250,000 of investable assets. Includes portfolio and risk evaluation, goals clarification and outline of investment strategies
First Web Video Visit
30 min. Using no cost computer video conferencing to understand and clarify your goals. Respond to and ask important questions. No obligation, no cost initial visit with a financial planning professional. Is there a fit for us?
Important Disclosures
15 min. Registered to conduct securities business in these States: TX Advisory services offered in the following states: AZ, CO, MO, OK, TX, WA
In Office Client Review
1 hr. Client in office meeting to review investments, cash flows, goals and possible adjustments. Please share any special needs or new situations in advance so we can cover topics in more detail
In Office Initial Visit
1 hr. Meet in our offices to understand and clarify your goals. Respond to and ask important questions. No obligation, no cost initial visit with a financial planning professional. Is there a fit for us?
On Line Client Review
1 hr. Client video online meeting to review investments, cash flows, goals and possible adjustments. We'll have on screen ability to see us, statements, holdings, plans and documents. Save the hassle of driving and parking