Financial Planning Solutions
Empowering Your Wealth With Tailored Strategies
Navigating Life and Legacy with Confidence
A Personalized Approach to Building the Future You Envision
At Outrider Wealth & Financial Planning, we believe financial planning should do more than help you hit numbers — it should reflect your values, your lifestyle, and the legacy you want to build. Whether you’re managing land, a business, or preparing for the next generation, our approach is rooted in respect for what makes your life unique.
A Roadmap to Reaching Your Financial Goals
Financial planning is more than charts and projections — it’s the process of understanding where you are today and where you want to go. We help you define your priorities, evaluate your full financial picture, and build a roadmap tailored to your goals — whether that includes traditional investments or alternative income streams like property, livestock, or mineral rights.
We guide you through:
- Essential Foundations: Organizing your assets and income to support your everyday lifestyle.
- Legacy-Level Vision: Strategizing for long-term goals like succession planning, retirement income, or building generational wealth.
The Outrider Wealth & Financial Planning Approach
A Roadmap Built Around You
Personalized Discovery
We begin by getting to know you — your goals, values, family dynamics, and unique assets — including land, businesses, or real estate holdings.
Goal Setting:
Together, we define what success looks like — whether that’s financial independence, preserving a family ranch, or relocating your business to Texas.
Financial Analysis:
We assess your income, cash flow, tax situation, insurance coverage, and investment allocations with attention to detail and a focus on long-term opportunity.
Customized Strategies:
We craft a strategy that reflects your full financial picture — including any special considerations such as 1031 exchanges, land conservation, or tax optimization for business owners.
Implementation:
We’ll guide you through putting your plan into action and coordinate with any other professionals you work with, from CPAs to estate attorneys.
Ongoing Monitoring and Adjustments:
As life evolves, so should your plan. We regularly review and adjust to keep your strategy aligned with your goals, priorities, and changing circumstances.