Experienced in Values-Based Investing
Aligning your resources to your values
Money means different things to different people. For some it means freedom,for others it means stability and posterity. We help you identify your values andset your financial goals to match. Then, we help you pursue them.
The North Texas Wealth Management Difference
You are in the peak earning years of your profession and less than 10 years from retirement. You want a realistic assessment of when you can afford to stop working and how to optimize your savings to live the life you value most.
You have a corporate retirement plan but retirement is still down the road. You want a long-term, comprehensive financial plan with short-term milestones that you can start working on today.
We are a fee-based financial planning and investment firm. Our compensation is determined by how you choose to engage us: fee-for-planning, ongoing subscription, advisory services, brokerage solutions. Regardless, we strive to align our compensation with the best interest of our clients and their unique investment and financial planning needs.
We collect 1-1.5% from your managed accounts if we manage $250,000 or more for you.
For Wealth Optimizers without managed accounts, we offer a one-time plan, which includes a customized financial plan for a one time fee of $2,500.
For Wealth Builders without managed accounts, we offer a full financial plan with ongoing consultation for an annual fee of $2,500, which is billed monthly.
Saturday Everyday is an educational book that inspires readers to live their best financial life. CEO and Certified Financial Planner™, Mike Crews outlines 9 principles that you can apply to start experiencing the freedom and power that comes from mastering your personal finances. Learn how to: