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Our Process

Client Centered

At Texas Wealth Design, we firmly believe in establishing a deeper relationship with our clients. We communicate frequently, becoming a source of clarity in our clients' personal, professional, and financial lives. 

As one of our clients, we will listen intently to your needs and goals to lay out a clear-cut path towards achieving your financial success. We take a detailed, attentive approach to be able to understand your entire financial situation. We do not just look at your assets and income to tell you a plan. We will account for them, but our holistic approach will also include a long-term consideration of how a plan might affect your healthcare, taxes, retirement goals, and your family. 

Before we implement any plan to realize your objectives, we will explain each step and thoroughly document our process. As a fiduciary, we will help ensure that you understand the strategies and tools used in your plan, as well as the associated risks and costs.

We are dedicated to making a connection with you that can last for generations. If you have any questions or concerns regarding your financial health, let us know. We are here to help. 

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