Integrity Financial Planning provides financial planning and personal index portfolios for individuals, families and business owners.
As an independent, fee-only fiduciary, we offer transparency and the experience to guide you in your financial journey.
As a virtual firm, we do not meet clients in a traditional office space. We work from our home offices and engage with clients in secure, on-line environments using video conferencing and secure file sharing.
Houston is home for us, but as long as you have a device that can connect to the internet, we are not bound by geography.
Our Commitment To You
We are a proud member of the Institute for The Fiduciary Standard. Our business is built around providing services, not selling products. We do not accept commissions for products you purchase as a result of your financial plan or investment portfolio. When you hire us to help manage your financial future, we become your partner. Our role is to create and manage your financial plan, keeping you informed each step of the way.