Discovery Meeting

Let's get to know your current financial situation, discuss your goals, and provide personalized recommendations and next steps. If no appointment times are available, please call our office at 800-491-4508, and we'll help you schedule a time that works for you.

Discovery Meeting

Let's get to know your current financial situation, discuss your goals, and provide personalized recommendations and next steps. If no appointment times are available, please call our office at 800-491-4508, and we'll help you schedule a time that works for you.

Where would you like to meet?

In Person - Waco Office | 2410 Wycon Dr., Suite 204 Waco, TX 76712

In Person - Temple | Scott & White Employees Credit Union Office | 2401 S 31st St. Temple, TX 76508

Zoom Meetings