We know that you have a lot of options when it comes to financial planning, and knowing who to trust is important. As a fiduciary partner, our approach involves getting to comprehensively understand your values, expectations, goals, lifestyle, needs, and future vision. We leave no stone unturned. And our fee structure
Before we dive into your numbers, we first want to understand your risk profile, needs, and goals. We listen, and we work on clarifying these priorities.
Here we will work on collecting a wide variety of questionnaires that can help us tailor your personalized financial strategy.
After all data and numbers are collected, I will spend some time analyzing your financial profile: insurance, investments, budget, debt, estate, and tax.
A draft of your plan will be provided that summarizes your relevant financial profile and plan. We will discuss this and revise accordingly.
Here we will implement the plan. We will purchase investments, insurance, or work with attorneys on estate documents or accountants on tax. We will agree on who does what, where, and when1
Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.
Comprehensive financial planning and investment advice. Licensed RIA in Texas.
Trained in both behavioral science and finance, we help repair your relationship with money.
We work with executives and entrepreneurs on areas of financial and business consulting for small businesses.
Flat Fee, No Commissions, Transparent Pricing for Wealth Management and Financial planning and coaching in Houston Texas
15-minutes to ask questions, explore how we work, and see if we are a good fit.
After we create an initial plan, we will professionally manage your investments and asset allocations.
1.00% AUM if assets >$250,000; if <$250k, one hour of fee-based planning each year required.
This is a thorough examination of all aspects of insurance, tax, investments, to prepare a full comprehensive financial plan involving multiple sessions over a 2-month period to create a comprehensive plan to guide your career and life!
Initial and on-going hourly rate for specific areas of financial coaching or therapy (to individuals or organizations), such as budgeting or goal-setting.
Hello, I am James Langabeer, the founder and principal owner of Yellowstone Wealth Advisors. Thank you for visiting my website, and considering using us for your financial goals.
We offer fee-based financial and business planning to help provide independent assessments of your financial strategy and create and implement comprehensive plans.
We build wealth through investment portfolios that minimize risk and grow your wealth while protecting your assets!
Whether it's for just you, or you and your spouse, I use therapy-like techniques to help guide through issues with your money. I can help challenge your automatic thoughts and beliefs, and reduce financial anxiety over money.
✔︎ Budgeting and cash flow
✔︎ Investment portfolio review and advice
✔︎ Risk management
✔︎ Investment and portfolio management
✔︎ Financial planning and coaching
✔︎ Insurance planning
✔︎ Debt re-payment and liquidation strategy
✔︎ College planning
✔︎ Retirement planning
✔︎ Estate planning
✔︎ Business succession planning
✔︎ Wealth Management
With advanced graduate education in both behavioral sciences, finance, and decision-making, my focus is around how to help you make better money choices!
Do you need help working through complex money issues? I employ advanced professional life and financial coaching techniques to create and actualize your vision and goals. Licensed financial advisor.
My latest award-winning book, The Quest for Wealth, provides a behavioral approach to moving through 6 steps mindfully to work towards wealth!