01
You reach out.
Fill out the form, send an email, call, or text. No preparation required.
CONTACT
Begin with a conversation.
Two free conversations before you share a document. The first call is short. If it makes sense, the second conversation goes deeper. No pressure. No obligation.
REACH OUT
A few details before we talk.
I'll reply personally, usually within one business day.
WHAT HAPPENS NEXT
Three simple steps.
02
I reply personally.
Usually within one business day. No assistant. No call center.
03
We have a conversation.
A 30-minute introductory call to see whether it makes sense to continue. No paperwork. No pitch.
QUESTIONS
A few honest answers.
Yes.
The first two conversations are free. The first is a short 30-minute introductory call. If it makes sense to continue, the second is a 60-minute conversation that goes deeper into your situation and where planning may help.
No.
Statements and documents come later, after we've decided it makes sense to keep talking. The early conversations are about your situation, not your spreadsheets.
The first call is usually about 15 minutes.
Long enough to understand what's prompting the conversation, short enough that you don't need to block off your afternoon.
No.
Most of the work can happen remotely. I'm based in Austin, and the firm office is in Fort Worth, but clients do not need to be local for the first conversation.
You can review my regulatory record through FINRA BrokerCheck and learn more about my experience, credentials, and registration history there.
Most people don't need more information.They need clarity.
That's usually where the first conversation starts.
No paperwork · No obligation · No pressure
Call or text: (512) 960-4900