Financial Planning in Katy, Texas

It's been a privilege to work with individuals, couples, and families in our backyard area to define and realize their financial planning goals. Whether you are just starting out or already moving along in your financial path, we would love to hear your financial story and help you reach your goals. We serve clients in the greater Houston area and across the State of Texas as well as in Arkansas and Colorado.

Katy, Texas was settled in the mid-1890's as a railroad town along the Missouri-Kansas-Texas (MKT) railroad and was initially known for rice farming and later for an extensive natural gas field. Today, Katy sits at the three-county junction of Harris, Fort Bend, and Waller counties and is a thriving suburb of Houston. Katy is known for its plentiful, high-quality neighborhoods, parks, and community events as well as a top tier public school system. Friendly people, good food, and a relatively lower cost of living make this an ideal place to base a supportive financial plan!