Broker Check

Our 3 Step Process

Texas Financial Advisory provides an experience that aids in making an informed and educated decisions.  We encourage you to learn more about our operation as you evaluate working with us. Here are some essential things to know about how we do things at Texas Financial Advisory.

Our process begins with a quick 10-minute phone call. This allows us to verify that our expertise aligns with your specific needs. If we discover that we aren’t the best advisors to help you with your financial goals, we will be honest, and upfront with you and help point you in a different direction.

Vision Meeting

1. If we mutually agree to move forward, the next step will be our first one-on-one meeting. Our purpose is to identify where you are in your financial plan, determine your goals of where you would like your financial plan to head, and define what gaps might exist during this one-hour meeting.

2. Before the first meeting, we request that you bring along various important documents
with you.


Upon completion of our analysis of your unique financial scenario, we schedule a second meeting with you to review your customized TFA Roadmap to Financial Confidence.

1. During this time, we will answer the three critical questions asked during our first
meeting and will define the strategy and tactics of how to reach your individual financial

2. As we conclude, we will ask you to begin thinking about moving forward to collaborate and work with our firm.

At Texas Financial Advisory, we seek long-term, authentic client relationships therefore, we know it is extremely important that you take as much time as you need during your decision making process.

If you decide that you would like to move forward and partner with us, we will meet again to confirm your goals and begin implementing your financial roadmap through our client onboarding process.


The information we garnered from our first meeting and your provided documents will assist us during the analysis process and allow us to develop the answers to three essential questions:

1. Are you on track to reach your long-term goals?
2. Is your portfolio designed for maximum tax-efficiency?
3. How can your investments be improved?

Our team of advisors will craft a comprehensive financial strategy that will optimize every tactic and outline suitable paths to achieve your financial goals.

We would welcome the opportunity to be part of your life and financial success. 

[email protected] | 210.530.1292