Dallas-Fort Worth · remote service
Christian Financial Advisor for Dallas-Fort Worth Families
Christian pre-retirees in Dallas, Fort Worth and nearby cities can work with Will Snodgrass, CFP®, by secure video and phone. Service for DFW is remote. We do not have an office in Dallas-Fort Worth; our office is in The Woodlands.
Remote service
We serve DFW remotely
We do not have a DFW office. Every Dallas-Fort Worth client relationship is handled by secure video and phone from our office in The Woodlands.
How it works
A remote planning relationship, step by step
- Start with the free Retirement Income Scorecard, about three minutes.
- Book a Clarity Call by video or phone to talk through your questions.
- If it is a fit, we gather documents through secure tools and build your plan together.
- Ongoing reviews happen by video and phone on a schedule that works for you.
Cities served
Serving Dallas-Fort Worth by secure video
Serving Dallas, Fort Worth, Plano, Frisco, Arlington, Southlake and McKinney by secure video and phone.
How we work
Same Will. Different room.
Will Snodgrass is a CFP® professional and an Investment Adviser Representative with Commonwealth Financial Network®. Our only office is in The Woodlands.
Prefer to talk? Call 620-670-9455.
Office
Matt25 Capital
9595 Six Pines Drive, Suite 8210
The Woodlands, TX 77380
Serving Dallas-Fort Worth remotely. No DFW office.
Questions
Frequently asked questions
Do you have an office in Dallas-Fort Worth?
No. We do not have a DFW office. We serve Dallas-Fort Worth clients remotely by secure video and phone from our office in The Woodlands.
How do meetings work if I live in DFW?
Meetings happen by secure video or phone. You can also visit our office in The Woodlands if you are in the Houston area.
What does a Christian financial advisor do differently?
We plan around your values and giving goals, alongside your retirement income and tax questions.
How do I get started?
Call 620-670-9455 or take the free Retirement Income Scorecard.