Why Work With Us…
At Austin Wealth Solutions our process starts with an introductory meeting where we get to know you as a person. It is our belief that without understanding who you are as a person we can not properly determine what your financial needs are. With a wide variety of products and services at our disposal, it's imperative that we identify a strategy that truly fits your unique needs; financial planning is not a one size fits all industry.
Throughout our on-boarding process the focus will continue to be on understanding. Once we fully understand your financial position we want to ensure that you understand our recommendations. For an individual to be truly comfortable with their financial planner they must understand both the recommendations made and the process necessary to get there. We think that this process better fits the personalities of individuals in our community, which leads to longer lasting and powerful relationships.