Katy financial planning
Tax-aware financial planning for Katy and Houston households.
Retirement, estate, and investment tax planning from a licensed Texas CPA. One plan, with the tax bill built in.
Choose a time for a free 30 minute call. Prefer to write? Send a message.
BEST FIT
Built for the work you actually need done.
- High-income households juggling retirement accounts, equity comp, and real estate
- Business owners who want personal and business finances on one plan
- Pre-retirees deciding on Social Security, Roth conversions, and withdrawals
- Families coordinating education funding, estate questions, and insurance
WHAT'S INCLUDED
Retirement and cash flow
Contribution strategy, Roth conversion windows, and a tax-smart withdrawal order.
Estate and legacy
Estate tax exposure, gifting strategy, and beneficiary coordination with your attorney.
Investment tax coordination
Asset location, capital gains planning, and equity compensation, alongside your advisor.
Owner and family planning
Owner compensation, education funding, and insurance review tied into one plan.
01
Free consult
A direct 30-minute call to understand your facts, timeline, and scope.
02
Written scope
You get a clear fixed-fee proposal before work begins.
03
Secure handoff
Documents move through secure online workflows, with in-person options for Houston-area clients.
04
CPA review
The work is reviewed with the tax and business context in view.
Do you manage investments or sell insurance?
No. The firm provides tax-aware financial planning and coordinates with your investment advisor and insurance agent. It does not sell products.
How is this different from tax preparation?
Tax preparation reports what already happened. Financial planning looks forward, at retirement, estate, education, and the decisions that set future tax bills.
Do you serve clients outside Katy?
Yes. The firm is headquartered in Katy, Texas and works with Houston-area and nationwide clients through secure online workflows.
START HERE
Talk through your situation with a licensed Texas CPA.
No obligation. We will confirm fit, timing, and the likely scope before asking for documents.
Prefer to write? Send a message.