Yes — we offer a complimentary discovery call to understand your goals, review your current situation, and determine whether our services are the right fit.

We operate on a transparent, fee-based model with assets-under-management fees and flat-fee or project-based planning options when appropriate.

We respond to all inquiries within one business day. For urgent matters, please note that in your message and we'll prioritize accordingly.

Yes. We accommodate both in-person and virtual consultations through secure video conferencing for clients anywhere in Texas and beyond.