Your Free Enduring Legacy Assessment

A 3-step process to see if we're the right fit for aligning your wealth with what matters most.

Values & Money Alignment

Financial Plan Roadmap

Tax & Investment Analysis

We're Values-Driven Financial Planning Experts & Do Our Best Work With:

Values-Driven Families (Ages 30-50)

You've worked hard to achieve financial success and are ready to transform your achievements into something that endures beyond just wealth.

Families With Vision Beyond Wealth

We partner with mid-career professionals, entrepreneurs, and technical experts who navigate equity compensation and think generationally about legacy.

Intentional Planning Partners

People asking the deeper questions: How do we align our finances with our values? What strategies are we missing to build an enduring legacy?

Your Free Enduring Legacy Assessment

A 3-step process showing you how to align your finances with your values, optimize your wealth strategy, and create lasting impact.

Step #1

Values Discovery Meeting (45-Min)

We will spend the first 15 minutes of this meeting ensuring your situation matches our expertise. (After all, you wouldn't see a cardiologist if you needed foot surgery!)

Schedule Your Meeting

Step #2

Share Financial Documents

After our Values Discovery Meeting, we will securely request a few important documents from you.

These documents, coupled with what we learned during our first meeting, will help drive our comprehensive analysis of your current financial situation.

Step #3

Legacy Assessment Review (60-Min)

During this meeting, we will deliver the results of your Enduring Legacy Assessment.

Our analysis will show you exactly how to better align your finances with your values, optimize your tax strategy, and create a roadmap for building wealth that truly endures.

Think About It!

At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships built on shared values, not a quick transaction.

If you decide that we aren't a good fit, we will happily help you find another professional with the right expertise for your family's needs. There is never a hard-sell or pressure to say "yes".

Our goal is to help you make the best decision for your family's future - whether that's with us or with someone else who can better serve your unique situation

Schedule Your Values Discovery Meeting

Schedule Your Meeting

Still Have Questions? Keep Reading…

We provide comprehensive wealth management that goes beyond traditional financial planning. Our services integrate financial expertise with purposeful stewardship, including strategic tax planning, investment management, legacy design, and holistic life planning - all aligned with your deeply held values and long-term vision.

You're likely a good fit if you:

Are a thoughtful, values-driven family (typically ages 30-50)
Have worked hard to achieve financial success
Are ready to transform that success into something more meaningful
Take stewardship responsibilities seriously
Want your wealth to reflect your core values
Think generationally about legacy
Value both personal and financial growth
Seek to align your success with enduring principles

We believe intentional stewardship starts early. While many firms require high investment minimums, we've structured our services to be accessible to those who value purposeful planning. Our annual fee model allows us to serve clients at various stages of their wealth-building journey, focusing on the impact we can create together rather than just the size of your portfolio.

We believe in evidence-based investing that aligns with principles of sound stewardship. Our approach combines sophisticated portfolio management with your values, utilizing low-cost, passive ETFs to capture market returns efficiently. We focus on what we can control: minimizing costs, optimizing tax efficiency, and maintaining disciplined allocation strategies that align with your goals and risk tolerance.

Tax stewardship is integral to our wealth management approach. While we don't directly prepare tax returns, we provide comprehensive tax planning and strategy as part of our service. We work closely with your tax preparer to optimize your tax situation and can recommend trusted tax professionals if needed. Our proactive approach helps maximize your after-tax returns and supports your legacy goals.

Yes, we are fiduciaries, legally and ethically bound to act in your best interest at all times.

No, our initial consultation is complimentary. This meeting helps us understand your needs and determine if we're the right fit for each other.

More FAQ's

Enduring Financial, LLC (“Enduring Financial”) is a registered investment adviser located in McKinney, Texas. Registration with the Texas State Securities Board does not imply a certain level of skill or training. The content on this website is for informational and educational purposes only and should not be construed as personalized financial, investment, tax, or legal advice. Advisory services are offered only through a written agreement with Enduring Financial.

All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results. Future returns may be higher or lower, and investment values will fluctuate with market conditions. Any referenced rates of return are historical or hypothetical and are not guarantees of future outcomes.

Client testimonials reflect individual experiences and may not be representative of all clients. No compensation is provided for testimonials unless otherwise disclosed.

Enduring Financial may provide guidance on tax-related topics, but does not provide legal or tax advice. Clients should consult their own legal or tax professionals regarding their individual circumstances.