Intentional Living Financial Planning
Align your money with what is most important in your life. Fee-only fiduciary financial planning in New Braunfels, Texas — serving families across the state and nationwide.
How It Works
Values → Goals → Decisions → Actions
No pressure, no obligation — just a clear path to getting the help you need.
It starts with a 15-minute call. We hear what’s going on in your life, answer your questions, and figure out together whether we’re the right fit. No pitch, no pressure.
We dig into your values, goals, and full financial picture. Then we create a clear, actionable plan — not a 50-page binder — with specific next steps designed for your life.
Most planners stop at the plan. We don’t. Focused 30-minute sprints tackle each action item, and we meet formally twice a year to keep everything on track. We’re always available in between.
Why We’re Different
Not all financial advisors work the same way. Here’s how our approach compares.
Traditional Advisor
Intentional Living
Compensation
May earn commissions or revenue from product sales
Fee-only — we never earn commissions on anything we recommend
Legal Standard
May follow a suitability standard — recommendations must be ‘suitable,’ not necessarily in your best interest
Fiduciary — legally required to act in your best interest, always
Planning Approach
Often starts with your portfolio and products
Starts with your values, goals, and what you want your life to look like
Your Plan
Typically a lengthy document reviewed once a year
A clear, actionable plan with specific next steps — executed in focused 30-minute sprints
Ongoing Relationship
Annual review meetings, often reactive
Proactive meetings in February and August, action sprints throughout the year, always available in between
Tax Planning
Often separate from investment management
Tax planning is built into every decision — investments, Roth conversions, business strategy, real estate
Communication
Formal, scheduled check-ins
Real people who happen to be real nerdy about financial planning — direct, honest, always accessible
Compensation
Traditional Advisor
May earn commissions or revenue from product sales
Intentional Living
Fee-only — we never earn commissions on anything we recommend
Legal Standard
Traditional Advisor
May follow a suitability standard — recommendations must be ‘suitable,’ not necessarily in your best interest
Intentional Living
Fiduciary — legally required to act in your best interest, always
Planning Approach
Traditional Advisor
Often starts with your portfolio and products
Intentional Living
Starts with your values, goals, and what you want your life to look like
Your Plan
Traditional Advisor
Typically a lengthy document reviewed once a year
Intentional Living
A clear, actionable plan with specific next steps — executed in focused 30-minute sprints
Ongoing Relationship
Traditional Advisor
Annual review meetings, often reactive
Intentional Living
Proactive meetings in February and August, action sprints throughout the year, always available in between
Tax Planning
Traditional Advisor
Often separate from investment management
Intentional Living
Tax planning is built into every decision — investments, Roth conversions, business strategy, real estate
Communication
Traditional Advisor
Formal, scheduled check-ins
Intentional Living
Real people who happen to be real nerdy about financial planning — direct, honest, always accessible
About Your Advisor
As a CERTIFIED FINANCIAL PLANNER™ practitioner and founder of Intentional Living Financial Planning, Jim helps individuals and families align their wealth with what truly matters to them.
Jim believes that money is a tool — not a goal — and that the best financial plans are built around the life you want to live, not just the numbers on a spreadsheet. Your money is simply a resource to help you do what is important in your life.
Based in New Braunfels, Texas, Jim lives with his wife Kendra and their four children: Atticus, Asher, Arlo, and Adeleine.
We work with individuals and families navigating financial complexity — the kind where having a guide who sees the full picture makes a meaningful difference.
What We Do
For Families Desiring Early Financial Independence
Comprehensive financial planning for those who want to live life on their own terms. We help you build a roadmap to financial independence so you can focus on what matters most.
Learn More →Helping Business Owners Navigate From Build to Exit
Strategic financial planning for the full business lifecycle. From startup cash flow to exit strategy, we ensure your business wealth translates to personal wealth.
Learn More →For Your Retirement and Lasting Generational Impact
Retirement planning with multigenerational wealth transfer in mind. Build a legacy that reflects your values and provides for generations to come.
Learn More →Who We Serve
Confidently transition into retirement with a plan that sustains your lifestyle for decades. We help you navigate income planning, Social Security optimization, and multigenerational wealth transfer so your legacy reflects your values.
Navigate the complexities of business ownership while building lasting personal wealth. From startup cash flow to exit strategy, equity compensation, and executive benefits — we ensure your business success translates to personal financial freedom.
Accelerate your path to financial independence with strategic, intentional planning. We help you build a roadmap to live life on your own terms — so you can focus on what matters most, sooner.
Fee-Only
No commissions, ever.
Fiduciary
Legally bound to your interests.
Comprehensive
Tax, investments, estate, and beyond.
What Clients Say
“Jim’s first questions had nothing to do with finances, as he genuinely wanted to get to know us and establish a personal connection first. He started by asking what our life goals were and what was important to our family. He then helped us adjust our finances according to our answers. Most importantly, he and his team always make sure we are on the fast track to financial freedom, without having to sacrifice living in the present!”
Brett and Kate
Verified Client • WealthTender
“They don’t just focus on numbers — they focus on what matters most to you. Their team sees money as a means of creating value, which looks different for every family, and they take the time to understand your goals before giving advice. What really sets them apart is their holistic approach — they coordinate with accountants, attorneys, and other professionals to ensure every piece of your financial picture works together.”
Vaughan
Verified Client • WealthTender
“Jim approaches financial planning on a truly individual basis, taking the time to understand my personal goals and dreams. His management of my account has provided both clarity and confidence, giving me the reassurance that my plans are not only possible but sustainable. I highly recommend Jim and Intentional Living to anyone seeking not just financial management, but a trusted partner in building the life they want.”
Sabrina Davis
Verified Client • WealthTender
“I’ve had an opportunity to work with two other financial advisors, people I trust and hold in high regard. At the end of the day, I still felt I was not a great fit for their practices. Immediately, Jim’s approach has been one of patience. Most importantly, Jim has anchored our relationship around my goals and the goals I have for my family; doing so without judging how we want to get there. He’s truly a partner, not a vendor.”
Michael Hoy
Verified Client • WealthTender
“Reaching out to Jim was truly a life-changing decision. His guidance, strategy, and patience in explaining every step gave us the confidence to make the right financial moves. Jim doesn’t just give cookie-cutter advice; he takes the time to understand your goals and puts together a plan that actually works. We’re incredibly grateful for his expertise and the lasting impact he’s had on our financial future.”
Jeremy and Catie S.
Verified Client • WealthTender
“Intentional Living is the real deal — knowledgeable, genuine, and truly invested in your goals more than just financially. They take the time to understand what matters to you and keep you accountable every step of the way. I’ve made more progress with their help than I ever thought possible. Highly recommend!”
Summer
Verified Client • WealthTender
Reviews are from verified clients on WealthTender. No compensation was provided for these reviews. Individual experiences may vary. Past performance is not indicative of future results.
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Free Assessment
Take our 3-minute financial readiness assessment to discover where you stand — and where you could be.
Free. No account required. Takes 3 minutes.
7 Questions
Get your personalized financial readiness score and actionable next steps in under 3 minutes.
Schedule a complimentary 15-minute conversation to discuss your financial priorities. No pressure, no sales pitch — just clarity.
Fee-only fiduciary • No commissions • Always on your side of the table
