Common questions

We focus on fit and complexity more than a single number. We’ll tell you honestly if we’re not the right fit or if a simpler solution would serve you better.

Initial conversations are often virtual or in our Austin office. Ongoing planning is typically quarterly, with extra calls when life events—job change, birth, sale of a business—require it.

We provide financial planning as described in our engagement letter. Ask us how we’re compensated and what conflicts may exist—clarity matters.

Recent pay stubs, tax return summary, list of accounts and debts, and your goals in plain language. Don’t stress about perfection; we’ll help you fill gaps.