These days, with the world at our fingertips and total wealth at an all-time high, financial peace. True wealth management includes not only ongoing portfolio management, but a comprehensive financial. I am fortunate to love my work and look forward to meeting with my clients and helping them achieve their financial goals each day.
For more than 15 years, I have been working in the financial services industry, helping individuals and families in Allen, McKinney, Plano and the north Dallas area create strategies to achieve their nancial goals.
For more than 15 years, I have been working in the financial services industry, helping individuals and families in Allen, McKinney, Plano and the north Dallas area create strategies to achieve their nancial goals.
Services
Very few financial advisors ask, "What do you, the investor, want from the financial services industry?" In fact, Wall Street usually asks that question in reverse, "What does the financial services industry want from investors?" When approached from Wall Street's point of view, the things that you need from a financial advisor - unbiased advice, straightforward guidance, reasonable and understandable fees - are forgotten.
Fee only planners are registered investment advisors that have a fiduciary responsibility to focus on your best interest. As fee only financial planners serving Allen, McKinney, Frisco and the surrounding areas, our fees are based on a fixed fee or percentage of assets under management. We do not receive any commissions or compensation based on product sales, which allows us to be objective when making wealth management recommendations.
At New Dimensions Wealth Management, we are guided daily by a collection of beliefs that set the course in every interaction we have with our clients. Without a plan to reach your goals, you are unlikely to achieve them. With a solid financial plan in place, you will have the confidence and peace of mind that the actions you take are good not only for today, but also for tomorrow.
We believe in capital markets. We believe in capitalism. We believe the logical conclusion is to invest wisely, broadly and consistently in markets all over the world. The investing world is filled with people who claim they can beat the market. The evidence is incontrovertible that many of these experts make remarkable sums of money in their roles as money managers.
These days, with the world at our fingertips and total wealth at an all-time high, financial peace of mind and overall happiness should come easily. But instead, as more people look at their funds and attempt to plan for the future, they are experiencing the opposite. They are panicking over their budgets, unsure of how they should be saving and investing, and feeling financially trapped.
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