Southlake is one of the most affluent communities in Texas — home to corporate executives, business owners, and high-net-worth families whose financial lives require planning that goes far beyond a standard portfolio review.
At Intentional Living Financial Planning, we work with Southlake families who are navigating complex equity compensation packages, preparing for a business exit, or transitioning into retirement with significant accumulated wealth. These are high-stakes decisions that demand a planner who understands the nuances — not a product salesperson.
Our office is in New Braunfels, and we serve Southlake clients both in person and virtually with the same depth and attention.
Equity Compensation and Stock Comp Planning
Southlake's proximity to major corporate headquarters means a significant number of residents receive equity compensation as a core part of their total pay. RSUs, ISOs, ESPPs, and NQSOs each carry distinct tax implications, vesting schedules, and concentration risks that most advisors are not equipped to navigate.
We help Southlake clients build a coordinated strategy around their stock compensation — managing AMT exposure, developing systematic diversification plans, timing exercises for tax efficiency, and integrating equity comp into their broader wealth plan. When your compensation is tied to company stock, the financial planning stakes are higher. We make sure the plan accounts for that complexity.
Whether you're a senior executive with a multi-year vesting schedule or a mid-career professional accumulating RSUs for the first time, we bring the technical depth and independent perspective you need.
Business Exit Planning
Many Southlake residents have built or are building businesses — private practices, franchises, growth-stage companies, and legacy family enterprises. At some point, the question shifts from “how do I grow this?” to “how do I exit on my terms?”
We help business owners plan for an exit that maximizes after-tax proceeds, protects their family's financial future, and aligns with their long-term vision. That means coordinating entity structure, tax strategy, estate planning, and personal cash flow — all before a transaction occurs. The best exits are planned years in advance, and we help Southlake business owners start that planning early.
Retirement Planning in Southlake
For Southlake families approaching or entering retirement, the planning questions are significant. Social Security timing, pension elections, Roth conversion strategies, Medicare coordination, required minimum distributions, and estate planning all need to work together as a cohesive plan — not a collection of disconnected decisions.
We build retirement income plans that account for tax efficiency, longevity risk, healthcare costs, and the lifestyle you've worked to create. Retirement in Southlake often comes with complexity — multiple income sources, concentrated stock positions, real estate holdings, and family obligations. We make sure every piece fits.
Our Services
We provide comprehensive, fee-only financial planning covering every dimension of your financial life — equity compensation strategy, business exit planning, tax planning, investment management, retirement income optimization, estate planning, cash flow planning, 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.