Financial Life Advisors is a San Antonio, Texas fee-only fiduciary financial planning firm helping individuals and businesses build purposeful plans for retirement, investing, taxes, and long-term financial well-being.
Financial Life Advisors is a fee-only, fiduciary financial planning firm in San Antonio helping professionals, families, and pre-retirees build clear plans for retirement, taxes, and long-term wealth. We start with a comprehensive plan first, then implement and manage investments tax-efficiently. Expect proactive guidance, education, and a long-term relationship—without commissions—starting today.
Take Control of Your Financial Future
Get the Wealth & Retirement Roadmap—a free, easy-to-follow guide to planning with confidence.
Planning for financial security is overwhelming. Many people don’t know where to start or if they’re truly prepared. We can help you gain confidence in your retirement, investments, and long-term financial well-being.
By downloading this roadmap, you will receive:
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Financial Health Assessment – Discover where you stand today
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One-Page Retirement Plan – Outline the exact steps to move forward
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Sample Financial Summary – See what purposeful planning looks like
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Access Additional Planning Resources – Tax planning, investment insights, and more
Note: Taking the time to plan now can make a big difference in your future financial security.
Disclosure: The information provided in this questionnaire is for general informational purposes only and does not constitute legal, tax, investment, or accounting advice. For personalized guidance, please consult a qualified professional.
Investment Advisory and Financial Planning Services are offered through Financial Life Advisors, LLC.
Fee-Only Service
Financial Life Advisors has intentionally founded an advisory firm that is compensated using the Fee-Only model. We believe this model offers the most transparent and objective option for managing your assets. Our team builds purposeful plans to help you achieve the life you desire, and we do so by placing your interest above ours.
As your Fee-Only Advisor, here’s what you can expect from us:
Our Advisors are compensated directly by our clients for advice, plan implementation and ongoing management of assets.
Our Advisors will only work within the Fee-Only structure. We do not sell commission products or receive compensation from referrals.
Our Advisors will act as your Fiduciary, placing your interests and what is best for you first.
Our Values
We are passionate about what we do and our values reflect our goal to deliver the best opportunities for our clients.
Truly Advocates
Purposeful Planners
Life Navigators
Truth-Tellers
At our firm, we believe that integrity, transparency, and client-first service are the foundation of everything we do. These values are important because they guide our approach to financial planning and client relationships, ensuring that every recommendation we make is in your best interest and supports your long-term financial well-being.
The Difference is Our Team
Some of our team works directly with clients, while others support the behind-the-scenes analysis that makes your plan stronger. You benefit from the combined focus and expertise of the whole firm.
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Our Difference is Our Team
Understanding Your Current Financial Situation
The foundation of your successful financial plan starts with getting crystal clear on where you stand today. When you work with a financial planner, they'll guide you through a comprehensive look at your current finances—your income, expenses, what you own, and what you owe. This step is absolutely essential for spotting your financial strengths and areas where you can improve, so you can make smart decisions about your money and set financial goals that actually make sense for your life.
When you take a close look at your cash flow—how much money flows in and out each month—you'll discover valuable insights about your spending patterns and whether you're positioned to handle both your immediate needs and those bigger financial dreams you're working toward. A financial advisor can help you get your finances organized, figure out what matters most to you, and create a plan that works for managing your money effectively.
