Westlake is the most exclusive community in the Dallas-Fort Worth metroplex — a small town with one of the highest median household incomes in the country, home to corporate executives, entrepreneurs, and families whose financial complexity demands more than a standard advisory relationship.
At Intentional Living Financial Planning, we work with Westlake families who are managing significant equity compensation, building or exiting businesses, and making high-stakes retirement and estate planning decisions. These families need a fee-only fiduciary who brings technical depth, independent judgment, and a planning process that starts with what actually matters to them.
Our office is in New Braunfels, and we serve Westlake clients both in person and virtually with the same depth and attention.
Equity Compensation and Stock Comp Planning
Westlake residents frequently hold significant equity compensation through the major corporate campuses nearby. RSUs, ISOs, ESPPs, and NQSOs each carry distinct tax implications, vesting timelines, and concentration risks that require specialized planning — not generic advice.
We help Westlake clients develop coordinated strategies around their stock compensation — managing AMT exposure, building systematic diversification plans, timing exercises for optimal tax efficiency, and integrating equity comp into their broader wealth plan. When a substantial portion of your net worth is tied to company stock, the financial planning stakes are significant. We make sure the plan accounts for that complexity.
Whether you're a C-suite executive with a multi-year vesting schedule or a senior leader accumulating equity over time, we bring the technical depth and independent perspective that Westlake families require.
Business Exit Planning
Westlake is home to entrepreneurs and business owners across industries — private practices, franchises, growth-stage companies, and established 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 Westlake business owners start that planning early.
Retirement Planning in Westlake
For Westlake 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 Westlake often comes with complexity — multiple income sources, concentrated stock positions, real estate holdings, and multi-generational family planning. 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.