FEE-ONLY FIDUCIARY. SERVING TEXAS.
Plan with clarity.
Live with confidence.
We bring every part of your financial life into one clear plan and guide the decisions that follow.
“Can I retire, and what will it take?”
“Divorce changed my finances. What do I need to do now?”
“Am I making the right decisions about taxes?”
“Who is making sure my investments, estate plan, insurance, and cash flow work together?”
WHO WE SERVE
Financial planning for the decisions that shape your life.
You may want your whole financial life in one plan, a disciplined approach to your portfolio, or help through a divorce. We help you answer the questions that matter.
Comprehensive planning
Your accounts, policies, documents, and financial decisions may be spread across several professionals, making it hard to see what matters most. We bring everything together, identify what needs attention, and keep the work moving so your plan stays current.
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Investment management
You want a portfolio built around your goals, your timeline, and your comfort with risk, not around a forecast. We follow a disciplined process, keep your after-tax outcome in view, and help you stay invested through the noise.
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Divorce and transitions
Divorce can affect your income, taxes, investments, estate plan, insurance, and long-term security. We help you understand the financial impact of your options before decisions are made. Then we help you rebuild the plan around your new circumstances carefully.
WHAT WE DO
Financial decisions are easier when you can see the full picture.
A retirement decision can affect your taxes. An investment change can affect your income. We consider those decisions together and keep your plan current as life changes.
Retirement and Financial Independence
Know when you can retire, how much income you need, and how to preserve savings.
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Investment Management
Follow a disciplined investment strategy based on your goals, timeline, and your comfort with risk.
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Tax Planning
Plan throughout the year to identify opportunities and avoid surprises before the tax season arrives.
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Estate Planning
Keep your estate documents and beneficiary choices current and consistent with your wishes and plans.
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Risk Management
Review your insurance and identify gaps that could put your finances and family at risk.
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Cash Flow and Net Worth
Bring your accounts, income, spending, assets, and debts into a clear and complete financial picture.
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DIVORCE & LIFE TRANSITIONS
Clear financial guidance when life changes quickly.
Divorce and other major transitions can require important decisions before you have had time to understand their long-term effects. We help you evaluate your options, organize the financial picture, and prepare for what comes next while working alongside your attorney and other professionals.
HOW WE WORK TOGETHER
Our planning process.
From the first meeting forward, you will know what we are working on, which decisions need to be made, and what happens next.
Initial Meeting
About one hour.
We talk about why you reached out, the questions you want answered, and the kind of help you need. There is no cost or obligation.
Discover and Design
Discovery usually begins in the first week.
We collect and organize your financial information, discuss your goals, address immediate concerns, and develop your initial financial plan.
Implement and Execute
Initial design and implementation typically in the first month.
We help put the plan in place and work through the account changes, strategies, and decisions involved.
Ongoing Planning
Quarterly follow-through, annual review.
We meet two or three times each year, revisit your goals annually, and adjust the plan when your life or circumstances change.
Timing is indicative and varies with your situation, the information available, and the decisions in front of you.
THE LIFEWAY DIFFERENCE
We do more than hand you a plan. We stay to help you live it.
People choose Lifeway because the advice is independent, the team is experienced, and the relationship is personal. In a world of overwhelming information, we create a place where you can learn, think, evaluate, and commit to action.
Trust
A place for honest conversations about money. We are a fee-only fiduciary, paid only by our clients. Our team gives clear, independent advice and always puts each client’s interests first.
Expertise
It includes CFA charterholders and CFP® professionals with CDFA®, CQF, and EA credentials. That experience spans planning, investments, taxes, divorce, and other major life transitions.
High Touch
A team that stays involved throughout the year. We follow a four-step process, meet regularly, and stay close to the details so your plan reflects your current life and priorities.
Let's start with a conversation.
Tell us what is on your mind. We will listen, answer what we can, and help you decide whether Lifeway is the right fit.