Financial Planning Services

Comprehensive Financial Planning for Dallas–Fort Worth

Down arrow in a circle.
Purple stylized swan logo.

Your Personal Roadmap, Not Just Investment Advice

A financial plan isn’t a binder for the shelf—it’s your GPS for life and money. At SWAN DFW, comprehensive planning means we cover it all: budgeting, saving, investing, insurance, taxes, retirement, estate, and more. Only 36% of Americans have a written plan, but those who do are twice as confident about their future. Our mission? Make sure you’re one of them.

Briefcase with a shield icon.

Cash Flow & Budgeting

Build a spending plan that balances your needs, wants, and savings goals.

Storefront with a dollar coin.

Debt Management

Create strategies to pay down debt efficiently and free up more cash for your future.

Money bag with dollar sign next to a house with a rocking chair inside.

Emergency Fund Strategy

Set up the right safety net, so unexpected expenses don’t throw you off track.

Open book icon.

Investment and Retirement Projections

See how your money can grow and get clear timelines for reaching your retirement goals.

Checklist with warning symbol.

Tax Planning and Efficiency

Identify ways to minimize taxes now and in retirement, so you keep more of what you earn.

Shield icon with three figures inside, symbolizing protection for a group.

Insurance Needs Analysis

Review your coverage to protect your family and assets—without overpaying.

Hands holding three coins with dollar signs.

Estate and Legacy Basics

Plan for the future by outlining your wishes and making sure your loved ones are taken care of.

Bundled cash with arrows circling it, representing a financial transaction or exchange.

College & Education Planning

Explore smart ways to save for kids’ or grandkids’ education, without sacrificing your own goals.

Your Next Step—Start With a Plan

Our plans are fee-based and unbiased—no commissions, no product quotas, just clear advice.

Your Financial Planning Questions, Answered

  • What exactly is included in a comprehensive financial plan?

    At SWAN DFW, your plan covers everything: budgeting, debt management, investments, retirement projections, tax strategies, insurance, estate basics, and more. We make sure no stone is left unturned so you get a 360° view of your financial life.

  • Do I have to move my investments or buy products from you?

    Not at all. Our financial plans are standalone, fee-based, and totally unbiased. You can implement the plan’s recommendations with us—or with anyone you choose. There’s zero pressure and no product sales pitch.

  • How often will we review and update my plan?

    We review your plan regularly—at least once a year or whenever life throws you a curveball. Your plan is built to adapt as your needs, goals, or the market change.

  • What does it cost, and are there hidden fees?

    We offer flat-fee, transparent pricing for comprehensive plans. You’ll know exactly what you pay upfront, with no hidden costs or surprise charges—ever.

White background.

Planning That Fits Your Life (& Keeps Fitting)

Financial planning is the cornerstone of everything we do at SWAN DFW. Ready for your personalized roadmap? Let’s start with a simple, no-pressure meeting to talk about your goals—and help you Sleep Well At Night.