Areas We Serve

Serving the Texas Hill Country

From our office in New Braunfels, Intentional Living Financial Planning proudly serves families and individuals throughout the Texas Hill Country and beyond.

Find Your Local Financial Advisor

As a fee-only fiduciary firm, we bring the same commitment to every client regardless of location. Explore the communities we serve across the Hill Country region.

New Braunfels

TX

Intentional Living FP provides fee-only financial planning, retirement planning, and wealth management services to individuals and families in New Braunfels, Texas.

Boerne

TX

Independent, fee-only financial planning and investment management for families and retirees in Boerne, Texas and the surrounding Hill Country.

Bulverde

TX

Comprehensive financial planning and retirement advisory services for Bulverde, Texas residents. CERTIFIED FINANCIAL PLANNER™ serving the Hill Country.

Fredericksburg

TX

Expert wealth management, retirement income planning, and financial advisory services for individuals and families in Fredericksburg, Texas.

San Antonio

TX

Personalized, fee-only financial planning and investment management for high-net-worth individuals and families in San Antonio, Texas.

Austin

TX

Fee-only fiduciary financial planning for Austin professionals and entrepreneurs. Equity compensation, business exit planning, tax strategy, and financial independence.

Spring Branch

TX

Fee-only financial planning, wealth management, and retirement services for Spring Branch and Blanco area residents.

Kerrville

TX

Independent, fee-only financial planning and advisory services for individuals and families in Kerrville, Texas.

San Marcos

TX

Comprehensive financial planning and wealth advisory for San Marcos, Texas residents and families.

Seguin

TX

Fee-only financial planning and retirement advisory services for individuals and families in Seguin, Texas.

Wimberley

TX

Personalized financial planning and wealth management for Wimberley, Texas residents in the heart of the Hill Country.

Canyon Lake

TX

Fee-only financial planning and investment management for Canyon Lake, Texas residents and families.

Texas Hill Country

TX

Fee-only fiduciary financial planning serving families in Boerne, Wimberley, Bee Cave, Dripping Springs, Fredericksburg, Marble Falls, and beyond.

Dallas-Fort Worth

TX

Fee-only fiduciary financial planning for DFW families and business owners. Business exit planning, tax strategy, executive compensation, and wealth management.

Houston

TX

Fee-only fiduciary financial planning for Houston families and professionals. Tax planning, business owner planning, retirement strategy, and wealth management.

Tyler & East Texas

TX

Fee-only fiduciary financial planning in Tyler and East Texas with a local advisor in the region. Retirement planning, business exit strategy, and real estate consulting.

Southlake

TX

Fee-only fiduciary financial planning in Southlake, Texas. Equity compensation, business exit strategy, and retirement income optimization for HNW families.

Westlake

TX

Fee-only fiduciary financial planning in Westlake, Texas. Equity compensation, business exit strategy, and comprehensive wealth management.

Highland Park & University Park

TX

Fee-only fiduciary financial planning in the Park Cities. Multigenerational wealth, estate tax planning, trust administration, and family governance.

Frisco & Prosper

TX

Fee-only fiduciary financial planning in Frisco and Prosper. RSU and stock compensation planning, high-income tax strategy, and cash flow management.

River Oaks & Memorial

TX

Fee-only fiduciary financial planning in River Oaks and Memorial, Houston. Multigenerational wealth, estate tax planning, and legacy planning.

The Woodlands

TX

Fee-only fiduciary financial planning in The Woodlands. Stock compensation, energy industry planning, and wealth management for high-earning families.

Lakeway & Lake Travis

TX

Fee-only fiduciary financial planning in Lakeway and Lake Travis. Equity compensation, business exit strategy, and generational wealth planning.

Our Office

Based in New Braunfels, Texas

123 N Seguin Ave. Ste. 202, New Braunfels, Texas 78130

Phone: 830-624-5311