Getting To Know You

Prior to setting a complimentary introductory conversation, we ask that you complete the questions below. They help you identify goals and help us put together an accurate proposal for you. Plan on about 10 – 15 minutes to zip through them. Once we receive these we will reach out with scheduling options.

    Note: This is a secure form. Info is not publicly available. We do not ask for personal information such as date of birth, account details, etc.

    Please rank each item below from 1 to 3 (1=most concerned about, and 3=least concerned about)

    What is a Buy-Sell Agreement?

    Buy-sell agreements are legally binding documents between business partners that govern how business interests are...
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    What Legal Documents are Important When Your Child Becomes an Adult

    Whether your child is going off to college, out into the workforce, or splitting time...
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    Qualified Business Income Deduction

    The qualified business income (QBI) deduction is a tax break that’s been given to certain...
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    We can help you achieve financial freedom, so you can focus on what you enjoy in your life.

    Address: 4201 Bee Cave Road, Suite C-101, Austin, TX 78746
    Office: 512.381.4500