Phil and I did a 1-hour consult, and it was so informative. He really took his time to answer all…read moremy questions and explain the things I didn't understand. His knowledge in this industry is so valuable. The most incredible thing to me was the follow-up email he sent of resources for my next steps and a recap of my personal priorities he and I mapped out on the call.

They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

I was really happy with the knowledge, personal attention, and the level of service that I got when…read moreI contacted 360 Net Worth and worked with David. I am a member a small Firefighters Association and needed somebody who could take time to help with our unique financial situation. David was passionate about helping first responders and willing to invest the time needed for the job. He got back to us quickly with easy to understand results that we could move forward with.

Do not trust. Completely unprofessional and failed to deliver what was paid for…read more I hired David Disraeli (360 NetWorth) for estate planning and asset protection, paying a $2,200 fee. He boasts a "Satisfaction Guaranteed" policy on his BBB page, but his actual business practices are completely deceptive. After taking my money, he admitted in writing that he skipped critical phases of my estate plan--failing to review the documents with me, provide instruction, or offer the advice I paid for. Instead of finishing the contracted work, he spent our meetings aggressively trying to upsell me on unauthorized legal services for an eviction issue, demanding an additional $1,000 to file court documents despite admitting he is not an attorney. Furthermore, he engaged in highly concerning privacy practices by secretly adding a secondary account to my private Dropbox folders and taking ownership of my files without permission. When I expressed dissatisfaction and requested a partial refund for the uncompleted work, he immediately blocked my phone number and terminated our engagement. He does not honor his guarantees and abandons his clients the moment he is questioned. Avoid at all costs. edit: text and emails prove that the answer below is incorrect. your text shows that the thousand dollars was to draft the help with the eviction even though you're not even a lawyer! Why don't you look up unlicensed practice of law? In addition- you offered to finish the job was after telling me twice you blocked me! The text that were after that were inappropriate were all yours, sir.

I was looking for someone to help me get organized and possibly help with investments. I spoke…read morewith a friend who recommended Austin Wealth Management so I decided to meet with them. They were very insightful and focused on education. I took away a clear understanding of the decisions that we made in my investments and a plan to reach my retirement goals. I would highly recommend taking an hour to meet with them, it's well worth your time.

My husband and I have trusted our business with AWM for many years and it has served us well…read more Today, our twenty-something children met with Kevin for a meeting to discuss financial planning basics. Their take away was that financial planning is appropriate at any age and it is far less intimidating than they originally thought. What they learned in just one meeting with Kevin will serve them well for the rest of their lives. I am grateful for Kevin's gift for teaching and his thoughtful, thorough approach.

Great experience with great people! Highly recommend! You will be satisfied! Very knowledgable.read more

I've been working with Tuyyo Planning Group LLC for 3 years, and I couldn't be happier with the…read moreguidance and expertise Luis and Brendan have provided. From the very beginning, they took the time to understand my financial goals, concerns, and long-term aspirations. Their personalized approach, deep knowledge, and strategic advice have truly made a difference in my financial confidence. Whether it's retirement planning, investments, or budgeting, Tuyyo explains everything in a clear and easy-to-understand way, making complex financial topics feel manageable. They are always responsive, professional, and genuinely invested in my success. Thanks to their advice, I feel more in control of my finances and optimistic about my future. If you're looking for a trustworthy, knowledgeable, and dedicated financial planner, I highly recommend Tuyyo Planning Group. Blane

I absolutely endorse this financial management team. They are knowledgeable, complete in areas of…read morewealth building, retirement, tax planning and explain everything in whatever level of detail you desire. They host continuing education for their clients and I have recommend them to several friends with good results

I feel very fortunate to have found Capstar Financial. The team is knowledgable, professional and…read morepersonable. They work for you as professionals and yet make you feel like family. They have worked diligently to put together a comprehensive plan that I feel good about and will follow the rest of my life. There has never been any pressure, as they make sure that you are onboard with what they are doing. There is a joy in that radiates in the office when you are there. I give them my highest recommendation.

Scott Tracy is amazing! He makes financial planning so easy. We have enjoyed working with him and…read morehis team and highly recommend hime to anyone looking to plan for theirs or their children's financial future.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

A truly professional advisor who lays out every avenue for your future and how to beat take care of…read moreyour family and your money. Patiently walks through all questions and options while explaining it piece by piece without pushing you down the sales pitches that I am used to from other firms.

Berkeley helped us catch up on several years' worth of tax filings and brought us a measure of calm…read morewe haven't felt in years! She's kind, patient, does quick work, and she's unfailingly professional. Don't hesitate to request her services. She's awesome!

I've been working with Amani Desravines for several years, for personal and small business taxes…read more They are responsive, efficient, and ethical. They've proactively filed extensions when needed, reminded me about extra forms or reports as regulations change, answered a bunch of random questions about weird tax situations, and been speedy with preparing returns. For simple returns, I believe the govt should offer & expand free tax filing, but when situations get more complicated, this is who you want helping you. Highly recommend getting a consultation if you are looking for a CPA firm in the Austin area.

I grew up in a family where trauma was the norm. I knew when I left home that I needed to get into…read moretherapy, so I started with a therapist at 17 years old but nothing really changed. That started my on my journey to find what would work, as I knew that what I was creating in my life was a result of my childhood programing. The short list includes; Lifespring, beginning and advanced, Transformational Workshops, Tai Chi, meditation, hypnosis, medications, enough self help books to line the entire United States, women's groups, Al-Anon, Co-dependants Anonymous, Adult children of Alcoholics, Chronic PTSD therapy, Brain wave therapy and more. So when I found Anita's ad through an internet search, I was doubtful, but willing to try. My goal was to move forward in my life with dreams that had lived in my heart for decades but just could not work on them because the beliefs about myself were so deep, they felt as if they were in my DNA. I was elated and stunned when after the first session I was able to start my work to reach my goals. Previously, I literally felt sick to my stomach when I thought about doing the work. After three sessions, I have a regular schedule working on my goals and enjoy the work! I have been in some type of therapy for 4 decades and nothing really shifted the beliefs that were under my self confident exterior. Even though I had earned multiple degrees and was successful in many areas, the belief that I was a "joke" and it would be dangerous to do anything that would bring attention to me, drove my choices, I never, ever felt good enough. Now I do and I cannot thank Anita enough. I don't understand how it works, but it works!

I have seen around a dozen providers over my lifetime, and when it comes to personal and…read morerelationship coaching, Anita Lane with Core Breakthrough Coaching is at the top of my list. Anita has a way of cutting through the emotional static that confuses issues and gets to the core of what really matters. This provides results in real-time and allows for quick resolution of conflict and deep, introspective inner work. I highly recommend Anita's servicing to any individual or couple seeking a knowledgeable coach to navigate anything standing in the way of productive communication and a successful relationship or individual journey.