Introductory Call
(Phone - 15 minutes)
We use this free call to understand your situation, priorities, and the decisions you’re facing.
If there’s a mutual fit, we outline next steps and schedule a discovery meeting.
How We Work
Our Process
How we work with business owners from discovery through ongoing planning
Our Integrated Planning Process
Discovery Meeting
(Zoom - 60 minutes)
During this free meeting we review where you are today, learn about your goals, and discuss our services in more depth.
If appropriate, we provide an engagement agreement.
Onboarding Meeting
(Dallas or Virtual)
We gather data and organize your information
We meet to discuss your plan and our recommendations.
Ongoing Support
(Annual Meeting and Quarterly Call)
We help you implement your plan and regularly monitor for any changes.
Our normal cadence is to hold quarterly monitoring call and an annual review meeting.
What Makes Our Process Unique
Consistent Advice Throughout the Process
Planning, tax strategy, investments, and business consulting all work together under one roof.
One Integrated Team
We handle tax, planning, and investments together, eliminating the need to coordinate multiple firms.
Tax-Smart By Design
Every recommendation is evaluated through the lens of tax impact.
Long Term Relationship, Not Transactional
We are here for an ongoing advisory relationship, not one-time transactions.
Our typical schedule
A Meeting Cadence That Keeps You Ahead
Annually
- Full plan review
- Insurance analysis
- Investment review
- Estate plan review
- Tax projection and plan
- Salary planning
- Business financials review
Quarterly
- Business and financial reviews
- Tax projection reviews
- Investment reviews
- Action item reviews
Ongoing
- Tax preparation and filing
- Investment rebalancing
- Retirement plan analysis
- Business transition planning
- Tax withholding planning
How We Engage Our Clients
Simple, Transparent Engagements
We use three separate engagement letters, depending on the services you need: financial planning, investment management, and tax services.
Engagement timing typically follows this sequence: financial planning first, investment management next as needed, and tax engagements as filings are required.
This approach helps ensure our interests are aligned with yours over the long term.
Engagement timing typically follows this sequence: financial planning first, investment management next as needed, and tax engagements as filings are required.
This approach helps ensure our interests are aligned with yours over the long term.
- Financial planning engagement letter
- Investment management engagement letter (if applicable)
- Tax engagement letter (as filings are required)
Book an intro call today
The purpose of this 15 minute call (free) is to see if you need an advisor for your practice or firm.
No preparation is required.
Frequently asked questions
How long does the process take?
The initial planning phase typically spans several meetings over a few months. Ongoing support continues as long as the relationship remains a good fit.
How often will we meet?
Most clients have quarterly check-ins and an annual comprehensive review, with additional conversations as needed.
Is your process customized or standardized?
The framework is consistent, but every plan and recommendation is customized to your situation, goals, and complexity.
Do you coordinate everything or work with outside advisors?
When appropriate, we coordinate with outside professionals. Our goal is alignment, not silos.
How are fees determined?
Fees are based on assets, services provided, and the complexity of the advisory relationship.
How is investment management billed?
Investment management is billed as a percentage of assets under management (AUM).
The fee is calculated based on the assets we manage on your behalf and is typically billed quarterly in arrears.
How is financial planning billed?
Financial planning and advisory services are billed as a flat retainer, typically invoiced quarterly.
The retainer covers ongoing planning, strategy, coordination, and advice throughout the year.
How is tax preparation billed?
Tax preparation services are billed per return.
Can the way fees are billed change over time?
Yes. As complexity changes, fees may adjust. Any changes are discussed in advance.
How are you paid?
We are a fee-only fiduciary firm and do not receive commissions or third-party compensation.
All payments to us are transparent. Refer to the FAQs above regarding the billing structure for each service.
Do I have to live in Dallas to work with you?
No. While we are based in Dallas, we can meet virtually with owners across the country.
Ready to get started?
Choose how you'd like to connect with us.
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