Dallas-Fort Worth has the highest concentration of wealth in Texas — home to corporate executives, business owners, and high-net-worth families whose financial lives demand more than a cookie-cutter plan.
At Intentional Living Financial Planning, we work with DFW families and business owners who need thoughtful, independent financial guidance — not product sales. Whether you're navigating a business exit, optimizing equity compensation, or building a multi-generational estate plan, we bring clarity and structure to complex financial decisions.
Our office is in New Braunfels, and we serve Dallas-Fort Worth clients virtually with the same depth and attention as our local clients.
Who We Work With in Dallas-Fort Worth
Business owners and entrepreneurs. DFW is one of the most active business markets in the country. We work with founders and owners who are scaling, preparing for a sale, or managing the financial complexity that comes with running a successful company.
Executives and high-income professionals. With major corporate headquarters across the metroplex, many of our DFW clients are navigating stock options, RSUs, deferred compensation, and executive benefit packages that require careful coordination with their broader financial plan.
Affluent families in Southlake, Westlake, and surrounding communities. Families who have built meaningful wealth and are ready to align their resources with what actually matters — legacy, education, philanthropy, and long-term financial independence.
Retirees and pre-retirees. Whether you're five years out from retirement or already there, the decisions around Social Security timing, pension elections, tax-efficient distribution strategies, and estate planning can define the quality of your retirement.
What Makes Financial Planning in Dallas-Fort Worth Unique
Concentrated corporate wealth. DFW is home to more Fortune 500 headquarters than almost any other metro in the country. That means a high density of executives dealing with complex compensation structures, stock-based income, and corporate benefit optimization.
Business density and exit activity. The metroplex has a thriving entrepreneurial ecosystem. Business owners here face unique planning challenges — entity structuring, tax-efficient exits, succession planning, and the integration of business and personal wealth.
High-net-worth estate planning. With significant wealth concentrated in families across Highland Park, Southlake, Westlake, and beyond, estate planning in DFW often involves multi-generational trusts, charitable strategies, and coordination across legal, tax, and financial teams.
Real estate complexity. DFW's real estate market — from luxury residential to commercial investment properties — creates planning considerations around property taxes, 1031 exchanges, rental income optimization, and portfolio diversification beyond real estate.
A competitive financial advice market. Dallas-Fort Worth is saturated with financial advisors, many of whom earn commissions or manage assets with conflicts of interest. As a fee-only fiduciary, we sit on the same side of the table as our clients — no product sales, no hidden incentives, just planning that serves your interests.
Our Services
We provide comprehensive, fee-only financial planning covering every dimension of your financial life — business exit planning, tax strategy, equity compensation optimization, investment management, estate planning, retirement income planning, real estate consulting, Bitcoin integration, 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.