New Braunfelss, TX Office

Intentional Living FP works with individuals, high‑net‑worth families, and small businesses to provide tailored investment management and a range of financial planning services, including retirement, estate, college-savings, and business-planning advice. The firm operates as a small advisory team that delivers written or electronic financial plans and ongoing subscription-style planning alongside discretionary portfolio management.

The firm’s investment approach centers on passive portfolio construction using index mutual funds and ETFs to capture asset-class returns, while also incorporating fundamental, technical, cyclical and charting analysis and, when suitable, recommendations of third‑party managers or alternative investments. Clients receive individualized investment policy statements and periodic reviews, and the adviser generally manages accounts on a discretionary basis subject to client-imposed restrictions.

Noteworthy aspects of ILFP include a regular program of educational seminars and speaking engagements for groups, offered in virtual or in‑person settings, which is uncommon among peers. The brochure also highlights a cautious, documented stance on nontraditional topics — including digital assets and alternative investments only as advisory recommendations rather than primary strategies — and emphasizes service delivery by CFP‑certified planners with integration into a digital-first custody workflow.