Lakeway and the Lake Travis corridor are among the most desirable communities in Central Texas — attracting retirees seeking quality of life, business owners who have built or exited successful companies, and Austin tech corridor commuters managing complex equity compensation.
At Intentional Living Financial Planning, we work with families in Lakeway, Bee Cave, West Lake Hills, Rollingwood, and Spicewood who have accumulated meaningful wealth and are ready to manage it with purpose. Whether you're navigating a business exit, optimizing retirement income, or building a plan that serves the next generation, we bring the depth and independence these decisions demand.
Our office is in New Braunfels, and we serve Lake Travis area clients both in person and virtually.
Equity Compensation and Stock Comp Planning
Many Lakeway and Lake Travis residents commute into Austin's tech corridor — working for companies where a significant portion of their compensation comes in the form of RSUs, ISOs, NSOs, and performance-based equity. These compensation structures create both tremendous opportunity and significant tax complexity.
We help tech professionals and executives build proactive equity compensation strategies that account for vesting schedules, exercise timing, diversification thresholds, and multi-year tax projections. The goal is to turn concentrated stock positions into diversified, long-term wealth — without giving up more in taxes than necessary.
Whether you're early in your career with your first RSU grants or a senior leader managing millions in equity, we bring the same level of care and detail to your plan.
Business Exit Planning
The Lake Travis area is home to a significant number of business owners who have already exited a business or are actively preparing for one. A business exit is one of the most consequential financial events of a lifetime — and the planning that happens before, during, and after the sale determines whether that event becomes lasting wealth or a missed opportunity.
For those preparing for an exit, we work alongside your M&A advisor, CPA, and attorney to model the financial impact of different deal structures, optimize tax positioning, and ensure the proceeds align with your long-term goals. For those who have already exited, we help you transition from business-owner cash flow to a sustainable income and investment strategy that reflects your next chapter.
In either case, the question is the same: what do you want this wealth to do for you and your family? We help you answer that with clarity.
Retirement and Generational Wealth Planning
Many families in Lakeway and Lake Travis are in or approaching retirement — and the financial decisions at this stage are among the most impactful of their lives. Social Security timing, Roth conversion strategies, Medicare coordination, required minimum distributions, and sustainable withdrawal rates all require careful, coordinated planning.
Beyond retirement income, many of our clients in this area are thinking about the next generation — how to support children and grandchildren, how to transfer wealth efficiently, and how to instill the values and habits that will help the next generation steward what they receive.
We help families build generational wealth plans that integrate gifting strategies, trust coordination, estate planning, and family communication into a cohesive framework. It's not just about passing down assets — it's about passing down purpose.
Our Services
We provide comprehensive, fee-only financial planning covering every dimension of your financial life — equity compensation strategy, business exit planning, retirement income optimization, generational wealth planning, tax planning, investment management, estate planning, cash flow coordination, benefits and open enrollment guidance, and coordination with your CPA, estate attorney, and other professional advisors.
Every plan starts with what matters most to you. We follow a framework of Values, Goals, Decisions, and Actions — ensuring your money is aligned with the life you actually want to live.