I serve my clients with hospitality, empathy, and confidentiality. Open, honest conversations establish a freedom to discover what financial excellence truly means to each client. Christi also holds the Retirement Income Certified Professional (RICP) designation. Her B.S. is in Dental Hygiene, which she practiced for 20 years in four states.
She serves on the Board of Directors of Washita Capital, a private equity firm in Dallas, TX. Using your plan as a guide, we work with a team of estate/tax attorneys to design the estate tools you need to accurately, privately and quickly settle your affairs. Whether you are providing for your spouse and children, your business or your estate, insurance needs are analyzed.
She serves on the Board of Directors of Washita Capital, a private equity firm in Dallas, TX. Using your plan as a guide, we work with a team of estate/tax attorneys to design the estate tools you need to accurately, privately and quickly settle your affairs. Whether you are providing for your spouse and children, your business or your estate, insurance needs are analyzed.
Services
Every client brings a story. Whatever your story, our job is to come alongside to understand your situation and where you want your future story to end. Every client is a person. We know first-hand that sharing hopes, fears, or inexperience can be intimidating. We strive to serve our clients with hospitality, empathy, and confidentiality.
Real life has real needs and real dreams and needs a real plan. Hope is not a plan. We help you explore your current financial situation and clarify your goals. We discuss obstacles, personal and external, and ways to deal with them. We build on positive areas and design a customized plan and strategy to reach your goals as efficiently as possible.
We pursue a holistic approach, incorporating all your investments in your plan, including the ones we do not actively manage. Look in the Blog for our Annual ADV for more specifics.
The keys to financial freedom are immutable: spending less than you make; regular deposits to your retirement and investment accounts; diversified holdings appropriate to your personality, goals, risk ability, taxes and inflation; periodic reviews for progress and asset allocation; and a steely focus on your goals.Retirement, or the lack of a paycheck, changes everything.
The keys to financial freedom are immutable: spending less than you make; regular deposits to your retirement and investment accounts; diversified holdings appropriate to your personality, goals, risk ability, taxes and inflation; periodic reviews for progress and asset allocation; and a steely focus on your goals.Retirement, or the lack of a paycheck, changes everything.
Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
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