Financial advice for tech professionals, from someone who speaks your language.

Advice-first, fiduciary planning for developers, engineers, and technology professionals in the Dallas–Fort Worth Metroplex.

Purpose

La Vida Financial LLC aspires to be the trusted, expert resource for technologists in the Dallas–Fort Worth Metroplex, providing unbiased financial advice and education.

The firm is built on the highest standard of trust and transparency, with a business model that is both financially and ethically aligned to fulfill our fiduciary duty and place client interests first.

Philosophy

La Vida Financial provides advice-first planning with a true fiduciary focus. We maximize client value through unbiased guidance—no sales, no commissions, just advice in your best interest. We proudly serve Texans of all backgrounds, from those rooted here for generations to those newly calling Texas home.

Core Beliefs

The firm's philosophy centers on principles that guide our clients toward enduring financial health and independence:

Lifestyle Habits

  • Live below your means so that your spending is consistently less than your income.
  • Develop a workable plan with a clear, practical strategy for achieving your financial goals.
  • Never bear too much or too little risk; align risk with your goals, time horizon, and comfort level.
  • Invest early and often to harness the power of compounding over time.

Investment Considerations

  • Diversify across asset classes and sectors to reduce overall risk.
  • Invest with simplicity, avoiding overly complex products and strategies that are difficult to manage.
  • Use low-cost index funds when possible to obtain broad market exposure.
  • Minimize costs, including fees and trading expenses, to protect your net returns.
  • Minimize taxes through tax-efficient investment and withdrawal strategies.

Maintain Discipline

  • Do not attempt to time the market; focus instead on time in the market.
  • Stay the course with a disciplined, long-term strategy rather than reacting to short-term volatility.

Services

Our service model is designed for clarity and efficiency. We offer a pure advice-first model with transparent fixed fees. Whether you need a defined project for specific outcomes or prefer an ongoing partnership for continuous support, we provide the guidance you need on your terms. The firm can support clients anywhere virtually.

Project-Based Planning

Focused Engagement

Fixed Fee: $1,200

A two-meeting engagement designed to address a specific financial planning topic or domain. We begin with a Discovery Conversation to understand your situation, followed—preferably within two business days—by an Advice Conversation that provides actionable, goal-oriented next steps. The scope is limited to the selected topic and does not produce a comprehensive financial plan.

Typical Use Cases
  • Employee benefit enrollment (401(k), health benefits, equity plans).
  • Financial wellness check-up (savings, investments, and debt overview).
  • Open enrollment decisions for employer benefits.
  • Employer-sponsored plan consolidation.
  • Buying a first home (affordability, mortgage options, and savings plans).
  • Pre-marital financial planning.
  • Student loan repayment strategy.
  • RSU decisions (managing new grants or vesting events).

Comprehensive Plan

Fixed Fee: $2,800

A three-meeting engagement designed to deliver a comprehensive financial plan. We identify your current circumstances and goals, analyze possible courses of action, develop recommendations, and present a cohesive plan. Implementation, monitoring, and plan updates are excluded and remain the responsibility of the client.

Focus Client

A junior or mid-level technology professional seeking a structured, end-to-end financial blueprint. Typically, this client has less than $100,000 invested and a household income under $150,000.

Plan de La Vida

Fixed Fee: $4,200

An impactful series of five guided meetings for clients who want a deep dive into every aspect of their financial life, including complex equity compensation, specialized tax planning, and advanced investment strategy. The engagement provides a comprehensive financial plan and written report. Implementation, monitoring, and plan updates are excluded and remain the responsibility of the client.

Focus Client

A mid-level or senior-level technology professional or people leader who benefits from a comprehensive plan incorporating complex compensation and strategic tax considerations. Typically, this client has less than $500,000 invested and a household income between $150,000 and $300,000.

Ongoing Financial Planning

Ongoing Support

Fee: $275 / month

This comprehensive, ongoing financial planning service is structured around an annual calendar to ensure continuous progress toward your goals. Each month, you receive a written executive summary focused on a critical theme such as tax document preparation, savings allocation, investment reviews, estate document reviews, employee benefit reviews, or strategic charitable giving.

Quarterly in-depth meetings (February, May, August, and November) reinforce and personalize this guidance. In these meetings, we review recent topics, assess progress against your goals, and implement necessary strategies creating a predictable rhythm for learning and action.

Focus Client

A mid-level to senior-level professional or leader with an established career who requires continuous, proactive management of an increasingly complex financial picture.

Hourly Execution Assistance

Hourly Rate: $275

Billed at a minimum of one hour, in fifteen-minute increments after the first hour.

This service provides hourly execution and coaching to help you implement recommendations from your financial plan. It is available exclusively to clients who have received a financial plan from La Vida Financial within the past 45 days, so that assistance is based on a current, well-established financial blueprint. Common support includes practical steps such as transferring assets, opening accounts with unaffiliated broker-dealers, and navigating online portals.

Schedule Introduction

Ready to take the next step? Schedule a complimentary introductory conversation to discuss your needs and determine whether there is a strong mutual fit.

Select a time that works best for you directly on our calendar, including limited evening and Saturday availability.

Schedule Now

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Advisory services are offered through La Vida Financial LLC, an investment adviser registered with the state of Texas. Services are only offered where La Vida Financial LLC and its representatives are properly registered or exempt from registration. This information is not tax, accounting, or legal advice, nor is it an offer or solicitation to buy or sell any security. Investments involve risk, including the potential for complete loss. Information is provided "AS IS," and your use of it is at your sole risk.