Financial Life Advisors | Fee-Only Advisors San Antonio

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Let's plan for the
life you want to live.

That's our Advisor promise.

Our Process

Free Consultation

Financial
Planning

Your Financial Plan is uniquely crafted, combining technology and the strength of our human intelligence to plan for the life you want to live. Our Advisors are proactive listeners who are focused on prioritizing your financial freedom.

Wealth
Management

Planning the life you want to live requires thoughtful and precise execution of your Financial Plan. Our Wealth Management services go beyond planning; our team will manage assets and more to ensure your plan matches where you are in life and aligns with you every step of the way. Our team will walk alongside and guide you.

Foundational
Management

Our Advisors will work with you to implement investment management strategies and offer other Financial Planning insights. The Foundational Management service is provided to you at a low transparent fee based on the assets under management. Other Financial Planning services that will help you navigate specific points in your financial journey may be requested at an additional hourly rate.

401(k)
Services

A business’s retirement plan is time-consuming and is a complex task that requires compliance, governance, and monitoring. Our team will oversee your company 401(k), giving you confidence that the plan is well-executed while delivering a personalized benefit to each employee.

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.

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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

The Difference is Our Team

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Ben Gurwitz CFP®

Partner, Personal Financial Planning

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Mandi Dolecheck

Ongoing Client Engagement

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Kirk W. Francis CFP®

Partner, CEO, 401(k) Planning

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Mary Jo Haselhorst CFP®, AIF®

401(k) Planning

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Josh Hussong CFP®

Personal Financial Planning

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Jessie Dugan

Cultural Operations

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Cameron Neumann

Trading and Operations

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Kim Nourie CFP®, CPA

Personal Financial Planning

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Nate Morris

Compliance and Operations

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Mandi Dolecheck

Ongoing Client Engagement

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Jessie Dugan

Cultural Operations

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Rosa Ybarra

Client Engagement and Office Management

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Sample Financial Plan

Financial Planning is not solely about accumulating wealth. It’s about identifying the life you want to live and building a plan to get you there.

VIEW PLANS

Providing Financial Services in San Antonio and surrounding areas

Free Consultation with an Advisor

Our Advisors are ready to walk alongside you and plan for the life you want to live. If you are ready to invest in a purposeful financial plan to support it, call us.

FREE CONSULTATION

What We Do

Financial Planning

Investment Management