As a dedicated fee-only independent financial planning firm for Boerne residents, Intentional Living understands the importance of guiding clients through complex financial landscapes with transparency and expertise. Serving clients from our nearby New Braunfels, Texas office, we are committed to making top-tier financial planning accessible, allowing us to work with a wide range of clients. Intentional Living's community relationships strengthen our ability to meet clients’ diverse needs and provide clear direction on the journey toward retirement.

What sets us apart as an independent, fee-only financial planning firm is our commission-free approach, which minimizes potential conflicts of interest. This enables our financial advisor to prioritize your interests first, upholding our fiduciary responsibility as the core of our client relationships. At Intentional Living, clients are treated like family, which has earned us the trust and confidence of those we serve as they move forward in their financial journeys.

Intentional Living offers a range of specialized services, including tailored business exit planning strategies for clients with valuable assets or businesses. A well-structured exit plan not only safeguards the value of your investments, but also enhances your business's appeal to potential buyers, enabling you to exit on your own terms and realize the maximum value from your life’s work.

For those nearing retirement, Intentional Living provides the personalized support necessary for a secure future. Our experienced Boerne retirement planners work with you to optimize income sources and develop retirement strategies that align with your personal vision. Whether you are seeking comfort, clarity, or knowledge in your planning, our team is dedicated to empowering you to achieve a stress-free, financially sound retirement.

The team at Intentional Living is also committed to staying current with industry advancements, regularly engaging in continuing education. This proactive approach allows us to provide you with forward-thinking strategies and solutions that remain effective in a changing financial landscape, ensuring your long-term goals are within reach.

As a client-focused firm, we prioritize communication and accessibility. Our clients benefit from regular updates, reviews, and consultations, ensuring their financial plans evolve in line with their changing circumstances. From answering questions to addressing concerns, Intentional Living is here to support you and provide guidance every step of the way.

Choosing Intentional Living’s financial advisor for Boerne residents means becoming part of a community that values financial freedom and is dedicated to retirement readiness. We are proud of our track record of success and are eager to bring the same level of service and commitment to you. Our goal is to exceed your expectations, providing you with peace of mind and the financial freedom to pursue your dreams. Join us in building a brighter financial future that empowers you to live intentionally and achieve your aspirations.

Intentional Living’s approach is anything but one-size-fits-all. We understand that each financial situation is personal, and we develop customized plans to meet the individual needs of every client. We invite you to discover how our team’s experience can make a difference in your financial life by giving us a call to schedule a complimentary consultation today at 830-266-9191, and take the first step toward a financially secure future with our Boerne area Certified Financial Planner™ professional advisor, Jim Crider.