DEVELOPING A TAILORED PLAN FOR YOU

Individualized Process to Pursue Financial Freedom

Tejas Financial Advisors offer a detailed and individualized process to help bring financial freedom to all clients. Whether you want to preserve your net worth and provide value throughout your retirement years or are young and want to aggressively maximize growth while maintaining a healthy amount of risk, we can provide an investment process to help achieve your financial goals.

Our wealth management process is customized to your specific financial goals, your various financial time frames, and your appetite for risk. Below is a standardized list of steps to assess if we will be a good fit for each other and what the most optimized investment plan will be for you.

STEP 1.

Familiarize

We know your time is valuable and our goal is to ensure that you feel meeting with us is a wise investment. Our initial meeting will be to get to know you and to determine if we will have good chemistry over the lifetime of our potential relationship. Therefore, because a relationship like this is important for both of us, no one will be making any commitments during the initial meeting.

STEP 2.

Getting to Know the Tejas Firm

As long-term investors who cultivate lifelong relationships with our clients, we want to be certain you are in tune with the business process, planning strategy, and philosophy. Everything we do is guided by a process, set to sync with the client's future pace as their life and needs unfold. This will be your chance to get to know and understand the process before to ensure we are a good fit for each other.

STEP 3.

What's Important to You?

Financial stress can negatively impact many areas of your life. Let us take that burden from you so you can spend your time on other important aspects of your life—while knowing the Tejas team always has you covered. Here at Tejas Financial Advisors, we know there are other more important things to life than money, and we are devoted to helping you thrive in all the important areas of your life.

STEP 4.

Is There a Fit?

This initial meeting process we use will help the two of us mutually determine whether or not we might be a good fit for each other. At the end of our meeting, as part of this process, the Tejas team will discuss your situation and we'll discuss our compatibility. We will then call you within 48 hours to let you know if we think we'd be a good fit, and you can take some time to decide if there is a fit as well.