4400 Post Oak Parkway
I am a CERTIFIED FINANCIAL PLANNER™ Professional based in Houston, Tx providing financial planning services to individuals and families. We’ll work on things like budgeting, debt management, education funding, buying your dream home, funding a secure retirement, and leaving a legacy. My mission is to make sure every client can make confident decisions about money. Financial Planning is a key tool in building that confidence.
Our business is built on a foundation of thoughtful client relationships.
Financial Planning helps you prioritize how you use your scarce financial resources to enjoy life today while still planning for your future. It all starts with setting specific goals. Then we’ll assess your resources and determine if your plan is achievable. The final step is for me to formulate a set of specific recommendations for you to act on in the next 12 months to get yourself on track.
Portfolio Management means building a set of investments with your goals in mind. In building recommendations for you, I’ll consider how long your money will stay invested, how much risk you can withstand, your sensitivity to taxes, and your experience as an investor. Your investments will be based on you, your goals, and your needs.
Divorce is a complex financial transaction that forces you to make permanent, life-altering choices with limited information. Using an expert, like me, to work through these decisions could help you leave your marriage on a solid financial footing.
I am a CFP® Professional in Houston serving individuals and families in the greater metropolitan area. Your plan is a document that will guide decisions around investments, savings, retirement, budgeting, and debt management. A document that important should fit you like a glove. Together we’ll build a Financial Plan that addresses everything you need to address, and nothing you don’t.
Invest in yourself and your future security with a Financial Plan while you are still a young adult. Having a plan can help you build wealth faster while still enjoying the money you’ve worked so hard to earn.
When it comes to financial planning, you need someone with the right education and experience. I have specifically devoted a portion of my practice to serving the needs of younger clients who are still building their wealth; making me an excellent choice for Financial Planning for young professionals in Houston. I can guide you with budgeting, debt management, goal setting, savings planning, asset allocation, and life insurance planning. The best part is, you don’t need to have a high net worth to work with me because I can offer Financial Planning for a simple flat fee.
I am an experienced Financial Advisor and CERTIFIED FINANCIAL PLANNER™ Professional in Houston and I believe in client education. To that end, you’ll find pages and pages of free resources for investors looking to build their knowledge and skills.
With over a decade of experience as a Financial Advisor, I have the education, experience, and expertise to help you make a plan and live your dream in Houston. From budget basics to investment portfolio design, I have what it takes to get you on the road to success.
What is a CFP® Professional?
Certified Financial Planner (CFP) is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement saving. Owned and awarded by the Certified Financial Planner Board of Standards, Inc., the designation is awarded to individuals who successfully complete the CFP Board's initial exams, then continue ongoing annual education programs to sustain their skills and certification. When delivering financial advice, these professionals must adhere to six core values - competency, fairness, integrity, objectivity, professionalism, and diligence.
A CFP® Professional can help guide individuals and families through critical decisions about budgeting, creating long-term strategies for retirement, and selecting investments and insurance plans. While anyone in the field of personal finance can technically offer advice or suggest solutions for your money, a CFP® Professional must provide their clients with unbiased guidance based on their specific background and goals.
What is the difference between a Financial Planner and a Financial Advisor?
A Financial Planner and Financial Advisor can provide helpful services but offer different services and approaches. Someone holding themselves out as a Financial Planner has likely made Financial Planning a specific focus of their practice. They have likely obtained additional education and certifications beyond the minimums required to have a securities license. If they are a CFP® Professional, that person is bound by a strict code of ethics and practice standards. A Financial Advisor is a licensed professional who may or may not include Financial Planning in their practice. Such a professional can offer advice on investments but may not be well equipped to offer guidance in other areas of your financial life.
Which is better, CFA® or CFP® Professional?
When making smart financial decisions, CERTIFIED FINANCIAL PLANNER™ Professionals and Chartered Financial Analysts® are two good options for people seeking investment advice. A CFP® Professional is focused on the financial planning and will manage assets according to the client’s financial plan. Meanwhile, a CFA® is much more focused on portfolio management. They may or may not engage in financial planning. Their attention will be mostly on selecting investments, building portfolios, and achieving a specific return for a specific risk. Your choice between a CFP® Professional or CFA® should be driven by your needs as a client.