Financial Planning

Financial Planning

We provide holistic financial planning services to clients throughout Texas and many other states from our office in Dallas. What is Holistic Financial Planning?

Holistic financial planning is based on the premise that to get the most value out of your wealth, you must first know what purpose your wealth serves. Holistic financial planning considers a client’s entire financial situation before making any financial planning recommendations. This includes all aspects of a client’s finances, goals, lifestyle, ideals, and risk tolerance. Only after assessing all of these areas do we recommend pertinent wealth management strategies that focus on creating wealth, managing risk, debt and taxation, and planning your estate after you pass on.

The holistic financial planning process doesn’t end with implementing wealth management strategies. We also constantly monitor and review your progress and adjust as necessary over time.

As Certified Kingdom Advisors, we specialize in Christian financial planning for retirees, business owners, professionals, and women in transition.

As CERTIFIED FINANCIAL PLANNERS™, we are experienced in financial planning and have fulfilled rigorous education, examination, ethics, and experience requirements for the accreditation, which is one of the most respected certifications for financial advisors.