Who do you work with?

We partner with professionals and their families in corporate, education, and public service careers in the greater San Antonio area to help them create a comprehensive financial plan and investment management strategy. We also work virtually with clients nationwide. Ideal clients believe in the importance of educating themselves about their finances.

Do you offer tax planning services?

Yes, we use software that uploads your Form 1040 tax return and provides an in-depth analysis of the return and future projections of income taxes. Note: we do not file taxes with the IRS. The report is primarily informational. For tax advice, you should speak to a CPA.

Are there any account minimums to work with us?

There are no account minimums to work with us. We offer three flat fee plan options and each plan has no account minimums.

Can you provide ongoing investment advice and not manage my money?

Yes, investment advice is included in the Subscription Plans.

How does the subscription plan work?

Depending upon the complexity of your finances, for the subscription plan payments start at $125 per month. You can cancel at any time with 30 days' notice. To learn more click here.

How are you different from other fee-only financial planners?

There are several key differences. First and foremost at CRFP, we believe in transparent pricing, what you see on the website is what you pay. We offer flat fees for financial planning and investment planning. This is rare in the industry. Second, we believe in goals-based financial planning. After each meeting, we establish goals that should be accomplished before our next meeting. We track goals to enable us to work on meaningful change together. Finally, we are comprehensive financial planners, where we work together in all areas of financial planning.