Services

Our Strategic Approach

1. Understand Your Priorities

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.

2. Capture all Data

1. Understand Your Priorities

Here we will work on collecting a wide variety of questionnaires that can help us tailor your personalized financial strategy.

3. Number Crunching

1. Understand Your Priorities

4. Review Initial Financial Plan

After all data and numbers are collected, I will spend some time analyzing your financial profile: insurance, investments, budget, debt, estate, and tax.

4. Review Initial Financial Plan

5. Implement Personalized Strategy

4. Review Initial Financial Plan

A draft of your plan will be provided that summarizes your relevant financial profile and plan. We will discuss this and revise accordingly.

5. Implement Personalized Strategy

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

6. Monitor and Adapt Plan

5. Implement Personalized Strategy

Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.

Here's How We Help

Financial Planning and Investment Advice

We provide comprehensive financial planning and investment advice, with a behavioral lens. We assess your risk tolerance and understand your complete financial picture before making any recommendations. We also management investments, with custody at two leading custodial firms (Charles Schwab and Altruist Financial). We are a licensed RIA in Texas.

Financial Therapy and Coaching

Trained in both behavioral science and finance, we help repair your relationship with money. We work at the financial "therapy" level to dig into your money mindset, and address areas that might be holding you back.

Financial Consulting

We also work with small business executives and entrepreneurs on areas of financial and business consulting to help drive improvements in their key financial ratios.

Our Only Fees. Simple and Transparent

Flat fees. Zero Commissions, Transparent Pricing. Call or book a discovery call to learn your specific fees.

Initial Discovery Call

Free

15-minute no obligation call to ask questions, explore how we work, and see if we are a good fit.

Investment Management (Portfolio Management)

1.00% of AUM

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.

Comprehensive Financial Plan

Package

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!

Financial Planning, Hourly

Hourly

Initial and on-going hourly rate for specific areas of financial coaching or therapy (to individuals or organizations), such as budgeting or goal-setting.

Financial Therapy and Money Coaching

Not ready for investment advice, but still want to Repair your relationship with money? I can help.

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.

Some specific Behaviors we can address include your:

Money beliefs
Mindset and psychology
Financial anxiety and stress
Confidence
Marital finances
Spending behaviors
Decision making
Goal setting
Career
Professional Fulfillment

If any of these seem like you, my behavioral approach to financial and life decisions will help!

Feel lost or can’t understand your purpose in life?
Lack motivation or goals?
Ready for change but not sure what to do?
Feel stuck at work or in life?
Trapped in a cycle of procrastination?
Ready for change and progress, but don't know how?

Behavioral and Analytically Solid Financial Plans

Financial Psychology and Behavioral Finance Expert

With advanced graduate education in both behavioral sciences, finance, and decision-making, my focus is around how to help you make better money choices!

Licensed and Certified

Financial Psychology and Behavioral Finance Expert

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 holding the advanced ChFC charter.

The Mindful Money Coach™️

My latest award-winning book, The Quest for Wealth, provides a behavioral approach to moving through 6 steps mindfully to work towards wealth!

Yellowstone Wealth Advisors LLC

Financial Coaching Across the US. Investment Advice in Texas and New Mexico

713-742-2730

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. This should not be considered a solicitation or offer to sell securities in any state in which we are not registered.

Let's tailor a plan that's right for you!

Our Strategic Approach

1. Understand Your Priorities

1. Understand Your Priorities

1. Understand Your Priorities

2. Capture all Data

1. Understand Your Priorities

1. Understand Your Priorities

3. Number Crunching

1. Understand Your Priorities

4. Review Initial Financial Plan

4. Review Initial Financial Plan

5. Implement Personalized Strategy

4. Review Initial Financial Plan

5. Implement Personalized Strategy

5. Implement Personalized Strategy

5. Implement Personalized Strategy

6. Monitor and Adapt Plan

5. Implement Personalized Strategy

5. Implement Personalized Strategy

Here's How We Help

Financial Planning and Investment Advice

Financial Therapy and Coaching

Financial Consulting

Our Only Fees. Simple and Transparent

Initial Discovery Call

Investment Management (Portfolio Management)

Comprehensive Financial Plan

Financial Planning, Hourly

Financial Therapy and Money Coaching

Not ready for investment advice, but still want to Repair your relationship with money? I can help.

Some specific Behaviors we can address include your:

If any of these seem like you, my behavioral approach to financial and life decisions will help!

Expert, Specialized, and Personalized Financial Advice!

Behavioral and Analytically Solid Financial Plans

Financial Psychology and Behavioral Finance Expert

Financial Psychology and Behavioral Finance Expert

Licensed and Certified

Financial Psychology and Behavioral Finance Expert

The Mindful Money Coach™️

The Mindful Money Coach™️

Ready to Build Wealth? Start Planning Today

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