Our Process

Financial Education

Step 1
Attend one of our educational workshops (either in person or virtually). While your school days consisted of classes in English, math, science and history, financial literacy was not on the schedule. We are here to help change that.

Needs Analysis

Step 2
Let’s chat! It’s vital to the process that we understand what you want and need. What kind of life do you want? Do you have kids? Where are you finanically now? Once we know all that, we can help you design the right financial plan for your life!

Create Solutions

Step 3
Now that we know where you are and what you want, we go to work to figure out how to make that happen. We then have another appointment to talk about these solutions to get your feedback. Ultimately, this is your life and you have the final say on how you live it.

Up Coming Financial Workshops


Talk to Me

Want more information on Tax-Free Retirement, Living Benefits, College Funding/Savings, etc.? Just click the "Schedule Call" link below to make an appointment, or check out one of our upcoming events. We look forward to speaking with you soon!


5830 Granite Pkwy, Suite 100-314
Plano, Texas, 75094 USA

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