Dallas-Fort Worth · Texas · secure remote
Working with a Christian CFP® Remotely from Dallas-Fort Worth
Many DFW and statewide Texas Christian pre-retirees want fiduciary planning without needing a local branch. Matt25 Capital serves those families by secure video and phone, with a single office in The Woodlands for those nearby.
Will Snodgrass, CFP® · Fiduciary asset manager · Serving Texas remotely
Who this is for
DFW and Texas families who want depth, not a branch lobby
If you are in Dallas, Fort Worth, Plano, Frisco, Arlington, or elsewhere in Texas, you do not need an advisor down the street to get careful planning. You need someone who will do the work with you, with clear process and honest disclosures.
Important: Matt25 Capital does not have a Dallas or Fort Worth office. Our office is in The Woodlands. We serve DFW and statewide clients remotely.
How remote planning works here
Same relationship. Different room.
Secure video & phone
Meetings by secure video or phone on a schedule that fits your life. Digital document sharing. Clear follow-ups.
Same Will
You work with Will Snodgrass, CFP®, directly. No call-center handoff. The same way local clients are served.
Paycheck clarity themes
Income plan themes, tax-aware sequencing education, Social Security and RMD awareness. Educational first.
Why The Woodlands base still matters
One Texas office. A real home base. Occasional in-person when travel aligns, only if it makes sense for both sides.
Stewardship frame
Biblical stewardship without hype
Matt25 Capital is named for the call to steward what has been entrusted. Planning for DFW families follows the same approach as for Woodlands families: process over products, education before recommendations, and no prosperity-gospel claims.
Will is a CFP® professional and fiduciary asset manager. He is an Investment Adviser Representative with Commonwealth Financial Network® (broker-dealer).
Next step
Scorecard, then Clarity Call
Start with the free Retirement Income Scorecard (about three minutes). Then book a complimentary Clarity Call if you want to talk. Call 620-670-9455 if you prefer the phone (call only).
Office
Matt25 Capital
9595 Six Pines Drive, Suite 8210
The Woodlands, TX 77380
Serving Dallas-Fort Worth and Texas remotely.