©2018 by The Lamb Financial Planning, LLC. A Registered Investment Advisory Firm in the State of Texas. All rights reserved. 

Another Financial Advisor? Nah.

We help you live your best life by helping you create a financial plan & monthly financial coaching. 

What's the investment minimum? Zero. What about commission fee? Nah. Oh you're trying to sell me an investment or insurance product! Nope. Ok, so how do you get paid?

W charge a flat, transparent, clear advice fee. Period. Or, if you have a business, you can offer this service as an employee-benefit to your team. What better tax deduction than REAL Financial guidance for your employees.

What's Financial Wellness?

Financial Wellness is about you! We tailor a financial plan based on your financial needs & goals in life, followed by monthly coaching to support you in making that plan come to life!

Budgeting + Spending + Lifestyle​

Goal Setting

Debt Management

Buying A Home

Employee Benefits

Insurance

Investment Planning

Retirement Planning

Tax Strategies

College Planning

Increasing Net Worth

Increasing Cashflow & Income Streams

Are you a small business owner? or work for one?

Ask about our..

So grateful to be able to host my first
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So grateful to be able to host my first
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Financial Growth Workshop

Give the gift of applicable knowledge.

Offer your employees an employee benefit that will change their lives forever. We will teach your employees everything they need to know about personal finance and investments to have a financial breakthrough in their lives!