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About Us

Professionals Dedicated to Your Clarity Meet Your Team

Focused on your plan

Focused on your plan

In 2026, Corner Post Financial Planning marks 20 years serving clients across Texas. From the beginning, we've been planning, rather than transaction, focused. Our name is inspired by a large, solid oak tree that as served as a corner post on our founder's ranch for more than 100 years.

Our ProcessPlanning Support
for Every Season of Life

 Connect & Assess

We start by listening to understand your business, personal goals, current financial situation, and risk comfort.

 Strategize

We present a customized plan with clear, actionable strategies designed with a goal to align your resources with your objectives.

Implement

We work to put your plan into action, establishing accounts, structuring investments, and formalizing your wealth management strategy.

Ongoing Guidance & Support

We remain your experienced guide, regularly reviewing your progress and managing adjustments as your life, business, or the markets change.

Contact Us Connect with
Our Team

We are ready to listen to your story and discuss the unique complexities of your financial life. Take the next step toward a clear, viable financial future.

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