top of page
Our favorite clients are:
![Kind](https://static.wixstatic.com/media/11062b_f434d76c695d43639cbc847085358939~mv2.jpg/v1/fill/w_980,h_633,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/11062b_f434d76c695d43639cbc847085358939~mv2.jpg)
Kind
![Focused](https://static.wixstatic.com/media/11062b_e88e44071b5b445d91173f31811176e6~mv2.jpeg/v1/fill/w_980,h_653,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/11062b_e88e44071b5b445d91173f31811176e6~mv2.jpeg)
Focused
![Family Oriented](https://static.wixstatic.com/media/c3b8f6666f4c4813a36ecf2d6d720800.jpg/v1/fill/w_980,h_733,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/c3b8f6666f4c4813a36ecf2d6d720800.jpg)
Family Oriented
![Forward Thinkers](https://static.wixstatic.com/media/11062b_4ebcd6f233944d21bd1ebb2be85c6e01~mv2.jpg/v1/fill/w_980,h_653,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/11062b_4ebcd6f233944d21bd1ebb2be85c6e01~mv2.jpg)
Forward Thinkers
![Collaborative](https://static.wixstatic.com/media/11062b_5fe3b2d54f0447ceab6cd71a7722c7e1~mv2.jpg/v1/fill/w_980,h_638,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/11062b_5fe3b2d54f0447ceab6cd71a7722c7e1~mv2.jpg)
Collaborative
![Charitable](https://static.wixstatic.com/media/857f1d196df74c998c59ec36751dda2d.jpg/v1/fill/w_980,h_654,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/857f1d196df74c998c59ec36751dda2d.jpg)
Charitable
What we expect from clients
We ask a lot of clients. Life is too short, and for this reason, we choose to work with people whose values align closely with ours.
We work with people who are kind. They treat colleagues, their loved ones, and themselves with respect and dignity. We choose to work with people who have a good heart and are loyal to their friends and family.
Our clients are focused on their future. They make decisions based on values and reason and are determined to make a positive impact in their lives and the lives of others.
We seek people who are family oriented and want to build a future for their families and those around them.
Clients should be forward thinkers. Too many financial mistakes are made by simply thinking too short-term. We align best with clients who are patient, and stick with a deliberate plan to sustain long-term success.
Collaboration is key. Building a financial plan that is based on objective, long-term success takes time and teamwork. We want clients who are committed to playing on the same team, reaching for the same goals, and are open communicators. We make decisions together and while clients will often delegate action, we want clients who want to be held accountable.
We work with people who are charitable. Aligning their personal and professional goals often times helps those in their community prosper. These clients seek fulfillment by helping others so that there is more good in the world.
Where?
Our practice is built to work with clients located anywhere in the United States.
Existing clients are all over the place. Most live in Texas and New York, and while we get most business through referrals from existing clients, many have found us online as well.
Our main office is located in Humble, Texas, but we have the tools and technology to work collaboratively with clients in any part of the country. Luckily, location doesn't prevent us from effectively working together.
Call us directly to learn more: (917) 765-1385.
bottom of page