Serving Kerrville, TX
Independent Financial Advisor in Kerrville, TX
Personalized, fee-only financial planning for individuals and families in Kerrville and the surrounding Texas Hill Country.
Financial Planning for Kerrville Residents
Kerrville is the cultural hub of the upper Hill Country, attracting retirees, artists, and outdoor enthusiasts. Whether you are enjoying retirement on the Guadalupe or running a business on the town square, your financial plan should reflect the life you love in Kerrville.
At Intentional Living Financial Planning, we believe your money is a tool to help you live the life you want. As a fee-only firm, we do not earn commissions or sell products. Our only job is to give you unbiased advice and help you make confident financial decisions whether you visit us at our New Braunfels office or connect virtually from Kerrville.
Who We Serve
Three Communities, One Mission
We serve Kerrville families through three focused planning communities, each designed for a distinct stage of financial life.
Intentional Living
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.
Intentional Entrepreneur
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.
Intentional Legacy
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.
Comprehensive Planning
Financial Services Available to Kerrville Clients
Every client in Kerrville has access to our full range of planning services. We coordinate across all areas to ensure nothing falls through the cracks.
Investment Management
Evidence-based portfolio management aligned with your goals, risk tolerance, and time horizon.
Retirement Planning
Comprehensive income strategies, Social Security optimization, and distribution planning for a confident retirement.
Tax Planning
Proactive tax reduction strategies including Roth conversions, tax-loss harvesting, and year-round tax coordination.
Estate Planning Coordination
Wealth transfer strategies, beneficiary reviews, and coordination with your estate attorney to protect your legacy.
Cash Flow Planning
A clear picture of where your money goes and a plan for directing it toward what matters most.
Insurance Review
Objective analysis of life, disability, and long-term care coverage to ensure your family is properly protected.
Education Funding
529 plan strategies, financial aid planning, and a savings roadmap tailored to your family goals.
Business Owner Planning
Cash flow management, entity structuring, exit strategies, and succession planning for entrepreneurs.
Fee-Only & Fiduciary
Why Choose a Fee-Only Advisor in Kerrville?
No Commissions, No Conflicts
We never earn commissions on products or trades. Our revenue comes solely from the advisory fees you pay, which means our only incentive is to give you the best advice possible.
Legally Bound Fiduciary Duty
As a registered investment advisor, we are legally required to act in your best interest at all times. This is not a marketing slogan. It is a binding obligation.
Total Transparency
You always know exactly what you are paying and why. Our fee schedule is published openly, and we never have hidden costs or revenue sharing arrangements.
Independent Advice
We are not affiliated with any broker-dealer, insurance company, or bank. Our recommendations come from independent research and are based solely on what is right for Kerrville families like yours.
About Us
Your Kerrville Financial Planning Partner
Intentional Living Financial Planningwas founded by Jim Crider, CFP® with a clear mission: help people align their money with what is most important in their life. Based in New Braunfels, Jim and his team serve families throughout the Texas Hill Country, including Kerrville.
Jim is a CERTIFIED FINANCIAL PLANNER™ professional and a member of NAPFA (the National Association of Personal Financial Advisors), the premier professional association for fee-only advisors. He is also a member of the XY Planning Network and the Fee-Only Network.
With over 15 years of experience, Jim and the Intentional Living FP team have been featured in Forbes, Fortune, NerdWallet, InvestmentNews, and more. The firm manages over $200 million in assets for more than 150 families.
Quick Facts
- Designation: CERTIFIED FINANCIAL PLANNER™
- Structure: Fee-Only (no commissions)
- Fiduciary: Yes, legally bound
- AUM: $200MM+
- Families: 150+ served
- Memberships: NAPFA, XY Planning Network, Fee-Only Network
Get Started
Ready to Work With a Kerrville Financial Advisor?
Schedule a complimentary 15-minute introductory call. No pressure, no obligations -- just a conversation about what matters most to you and how we might help.
123 N Seguin Ave. Ste. 202, New Braunfels, Texas 78130830-624-5311|jim.crider@intentionallivingfp.com