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Why Fee Only?

Because Aligning Our Interests Is In Your Best Interest



We’re In the Business of Helping, Not Selling

That’s why we’re a fee-only, independent advisory firm. Because we want to offer you the unbiased financial advice we’d be comfortable taking ourselves. Our CERTIFIED FINANCIAL PLANNERS™ have taken a fiduciary oath to always act in your best interest. We believe this sentiment is best reflected using a fee-only pricing structure.

Because we aren’t swayed by commissions or bound to offering a certain suite of products, we base our advice and strategies solely on you and your needs. Our success as a firm ultimately stems from your success as our client.


Working With a Fee-Only Advisor Like Us Means:



No Commission or Referrals Fees Houston, TX Life Strategy Financial No Commissions or Referral Fees


Not Tied to Specific Services Houston, TX Life Strategy Financial Never Tied To Specific Products Or Services

Fee Transparency Houston, TX Life Strategy Financial Transparency In What We Charge






While we believe in taking a comprehensive approach to planning for your financial future, our firm does offer hourly and project planning to those interested in getting a second opinion or focusing on a specific goal or upcoming event. Please contact us to learn more about these options.

Offering Flexible Planning Options To Meet Your Needs





Is Life Strategy Financial Right For You?

Let’s Find Out

Contact Us