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Start a conversation.
No pressure, no sales pitch. We begin every relationship by listening.
Phone
512-222-6968
FAQ
Getting Started
Do I need to move all my accounts to work with you? +
No. Our reporting engine tracks your entire financial landscape regardless of where assets are held. For portfolio management, we custody at Charles Schwab, but we report across all institutions as well as offline holdings.
What information do you need to get started? +
Typically: recent tax returns, estate documents, business entity information, account statements, and a personal balance sheet if you have one. We’ll walk you through exactly what’s needed during the onboarding process.
How quickly can we get started? +
It starts with a 90-minute discovery meeting so we can understand your full picture and put together a playbook. If we both decide it’s a good fit, full integration typically takes 60–90 days depending on complexity.