They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

Philip and Julia are easy to work with and worthy of our trust and business. My husband and I wish…read morewe had found a CFP as soon as we married; we would be much better off financially if we had jumped right into a financial plan and investing versus feeling unsure and stuck. Furthermore, Philip gave us guidance that helped us get life insurance in place, which is key to our financial security. If you're feeling lost or stuck, they can help!

I was looking for someone to help me get organized and possibly help with investments. I spoke…read morewith a friend who recommended Austin Wealth Management so I decided to meet with them. They were very insightful and focused on education. I took away a clear understanding of the decisions that we made in my investments and a plan to reach my retirement goals. I would highly recommend taking an hour to meet with them, it's well worth your time.

My husband and I have trusted our business with AWM for many years and it has served us well…read more Today, our twenty-something children met with Kevin for a meeting to discuss financial planning basics. Their take away was that financial planning is appropriate at any age and it is far less intimidating than they originally thought. What they learned in just one meeting with Kevin will serve them well for the rest of their lives. I am grateful for Kevin's gift for teaching and his thoughtful, thorough approach.

I've been working with Tuyyo Planning Group LLC for 3 years, and I couldn't be happier with the…read moreguidance and expertise Luis and Brendan have provided. From the very beginning, they took the time to understand my financial goals, concerns, and long-term aspirations. Their personalized approach, deep knowledge, and strategic advice have truly made a difference in my financial confidence. Whether it's retirement planning, investments, or budgeting, Tuyyo explains everything in a clear and easy-to-understand way, making complex financial topics feel manageable. They are always responsive, professional, and genuinely invested in my success. Thanks to their advice, I feel more in control of my finances and optimistic about my future. If you're looking for a trustworthy, knowledgeable, and dedicated financial planner, I highly recommend Tuyyo Planning Group. Blane

I am so lucky that I found Luis. I was a mess after my mom passed away and then moving to another…read morestate right after. Dealing with her retirement accounts was causing me stress, but so as soon as my husband and I met with Luis, I felt a weight lifted. He has everything organized and easy to understand. He is easily available for questions and I trust that my money is soundly invested. Thank you Luis at Tuyyo Planning.

Alexa was very helpful and easy to work with. She gave me the inspiration I needed to believe there…read morewould be a better fit out there for me, and helped me evaluate my interests and preferences to narrow down what really mattered to me. When a job opportunity came along that fit those preferences, I knew it was the right move to take it. Also, I will never have to redo my resume again -- it is in an awesome template that will be easy to refresh. It is always hard to say where a job will come from, and when, or how you got there, but Alexa provided the tools I needed to dive into the job search and find a good fit.

Trust this team with your career growth needs! I worked with Alexa to prep me for an industry…read morechange and she was quick to provide value. Alexa is very easy to connect with (even if you're not sure exactly what you need) and pushes you (gently) to take next steps. I have already recommended Loken Careers to a few friends and will continue to do so, and I'll probably be a client again in the future, too!

We have been using Jim for a couple of years now. Our portfolio looks good and I know he is on top…read moreof it because I will get calls from him letting me know he is making an improvement due to something he is sees or hears about the market. We do a meeting about every 6 months to make sure we are on track for retirement goals. He is very experienced and been doing this for years. Thank you, Jim!

Move your money and let Jim help you! We have been with Jim for many years now and he has done a…read morewonderful job with our money, he has helped us grow our nest egg to an amount that we can look towards a comfortable retirement when the time comes. He also helped get our kids college funds to a respectable amount after our last advisor had let them set idle. Don't hire a young inexperienced advisor who has no money of his own and cannot show you a track record of successful investments. Financial advisors are at every corner even in small towns , but they are not all created equal. JIM has the back ground and experience to back up his opinions on where to invest, keep you money safe and grow your investments. I will never deal with anyone else !

Dimov Tax has done our taxes since we moved to Texas a few years ago. We had to file in California…read moreand Texas the first year and also had a few complicated situations that required help navigating. Their team is responsive, detailed and very helpful. I plan on continuing to use them and would recommend them for your tax needs.

This has been the worst experience I have ever had dealing with a tax service. We hired them last…read moreyear to help with our rather complicated taxes that were split between several states, and the entire process has been filled with multiple errors and over looked details. They failed to file important paperwork from another state which resulted in a penalty letter from the IRS. They asked for more paperwork from us, and we sent it but one important piece didn't make it to them and they never followed up asking for it. Now we've received our 2nd IRS warning, and I'm livid that they let the mistake slip through the cracks. I don't pretend to be good at things like this which is why we hire professionals to help with the process. The lack of follow up to the missing document is a failure of due diligence from the company. It's also the first time we've ever had anywhere from 4-6 (maybe more?) people working on one return. Who was responsible for our account? I still have no idea, and I recommend you find someone else this tax season. Editing to add: The company blamed us for their mistake then insinuated that they would not help us unless we took down our bad review. We ended up not having to pay the fine (we had a federally accepted reason to delay filing), and it was because of their mistake that we received the fine. We easily fixed the issue with the IRS directly since the company was unwilling to do the work we paid them thousands for.

I started using Five Stone Tax Advisors to challenge my Austin property taxes (two properties, for…read moremany years) for quite a few years now, after a bruising meeting with the Travis County committee that meets with homeowners, a horrible experience. Most years, Five Stone has been successful in getting the appraised value of my home lowered - sometimes by a lot. I think the fee they charge for this is reasonable, and they seem to be efficient and very easy to deal with. Usually, we exchange only 1 or 2 messages per year. They donate a substantial portion of their profit (about a third) to local charities, and they invite their clients to choose from a list. They're a great business; highlky recommend.

Useless service that cost us money when we tried to use them. We signed up a few years ago (2024)…read morefor the purpose of having them protest our property tax increase. They did zero work, literally zero, as soon as we signed up they literally told us to go find comparable property sales ourselves and sent a bill at the same time because they wouldn't do any work to try and protest for us thus they knew we would not find any savings. The entire reason we used them was to find the comparable and do the protest, which they didn't do either of. They should at least have a policy that if they have zero data they can use to make a case, you should not pay anything to them at all since they won't do anything. I would not use them again, I have contacted state representatives to suggest regulating this industry due to unethical companies like this one.

AIR was great to work with during the sale of our home in Austin. Michelle & Neil were…read moreknowledgeable about the market, communicative and worked diligently to get our house sold in a tough market. We were out of state during the entire process but Michelle & team kept us in the loop and provided insights and worked to get the sale completed. Recommend AIR & Michelle for your real estate needs! You will be in good hands!

Just Win Baby! We…read morefeel extremely fortunate to have closed on our home at the end of January. The Austin housing market went from hot and highly competitive, to rockets to the moon levels. We felt Michelle gave us the best chance to win with every offer we submitted. When our offer wasn't accepted, she had relationships with seller agents to provide feedback back to us on why we didn't win. This level of communication and feedback was extremely helpful with keeping us sane in this crazy market. During the process, Michelle offered helpful advice and guidance on neighborhoods, home conditions, inspectors and more.

I transferred all of my investments to Fidelity in January. Today I finally got around to…read moretransferring my work 401K to them too. Brett Gadberry and Heather Parks are professional, great communicators and do exactly what they say they will do. The information they give me is spot on and they have additional seminars on retirement that are available. This team has moved to the offices off of Burnet Road near the Domain. The offices are clean, not ornate, and welcoming. Brett and Heather are doing an outstanding job for me, and I highly recommend them to you.

I was a long time Fidelity account holder and moved to Schwab roughly 8 years ago due to company…read morestock issues. Unfortunately, not all the cost basis information came over. I tried getting that information from Fidelity and they maintain that the system has purged the information and that Schwab will have to request it. It makes no sense to me that they can get the information if Schwab requests it but not if I request it. Also this information is less tha ten years old.

David was professional and accommodating. We were in a rush due to unforeseen circumstances and…read moreDavid took care of our living trust quickly and came to us to complete our docs. Truly a nice guy that enjoys helping people. His pricing was fair.

I was really happy with the knowledge, personal attention, and the level of service that I got when…read moreI contacted 360 Net Worth and worked with David. I am a member a small Firefighters Association and needed somebody who could take time to help with our unique financial situation. David was passionate about helping first responders and willing to invest the time needed for the job. He got back to us quickly with easy to understand results that we could move forward with.