Discover personalized Kerrville financial planning services with Intentional Living. Our team has an experienced independent financial advisor, Jim Crider, who is dedicated to providing the direction and support you need to achieve your financial goals. With a strong presence in the Kerrville, Texas area, we are well-equipped to continue delivering exceptional services to our valued clients.

As a fee-only financial planning firm, Intentional Living limits any potential conflicts of interest by not charging traditional commissions. This structure allows us to maintain objectivity and prioritize your best interests. Our team is passionate about helping clients make informed financial decisions through education, clear communication and dedicated service. We work to exceed your expectations, because we genuinely care about your financial well-being.

In addition, our firm adheres to a strict fiduciary standard, meaning we are legally obligated to act solely in your best interests. You can rest assured that you will never be sold unnecessary products or services. Our fee-only approach ensures that you receive unbiased advice tailored to your personal financial situation. With our client-centered code of ethics, you can feel confident, prepared, and empowered about the financial planning strategies we implement on your behalf.

At Intentional Living, our CERTIFIED FINANCIAL PLANNER™ professional possesses the education and experience required to help you develop a comprehensive financial plan. Whether you are planning for retirement or managing your current finances, our team is equipped to guide you through the process with expertise and care. We are committed to making you feel comfortable and supported as we discuss and implement financial strategies that align with your goals.

Our Kerrville independent financial advisor, with an office in nearby New Braunfels, invests time in getting to know you, understanding your personal goals, financial situation and risk tolerance. This allows us to create a customized roadmap designed to maximize your potential for achieving your life goals. We start with open and honest discussions to identify your objectives, then integrate all the pieces to form a comprehensive financial picture. Once your plan is in place, we welcome your feedback and make necessary adjustments to ensure your financial goals become a reality.

At Intentional Living, we also work well with business owners offering specialized business exit planning services. An exit plan is crucial for a smooth transition out of your business, whether you are passing it on to a family member or selling to a third party. A well-crafted exit plan addresses important questions about retirement goals, cash needs and business valuation. Our Kerrville-area independent financial advisors will help you create a tax-efficient plan to maximize the value of your business and ensure a successful transition on your terms.

Take the first step towards a secure financial future by scheduling a free initial consultation with one of our Kerrville independent financial advisors. Call Intentional Living today at 830-624-5311. We look forward to getting to know you, answering your questions, and helping you create a fresh plan to achieve your financial vision for the future.