
Your Financial Plan Journey
Organizing, Optimizing, and Maintaining Your Entire Financial Picture
Experience comprehensive financial planning services with us as your trusted advisors. We take pride in organizing, optimizing, and maintaining your entire financial picture. Spend more time doing what you enjoy while we develop a personalized financial plan to help you achieve your goals.
Help First Promise
Commitment to Excellence

With our Help-First Promise, we offer a complimentary initial consultation to assist you in finding the right path, even if it doesn’t involve us. During this initial meeting, we prioritize understanding your current situation, desired destination, and planned approach. By taking the time to learn about your specific needs and goals, we ensure that any guidance we provide is tailored to your unique circumstances.
Before providing any financial recommendations for enhancement, we make sure to thoroughly comprehend your objectives and the steps you plan to take to achieve them. Our commitment is to deliver a completed plan that meets your full satisfaction. We don’t bill for our service until we have successfully delivered on this promise, ensuring that you receive value and clarity before any financial obligation is incurred.

The Compass 360 Planning Process
Your Wealth. Your Way.
At Granite Harbor Advisors, we're dedicated to enhancing your lifestyle by providing more time for what matters, reducing stress, and securing your family's financial future for generations. As a leading full-service financial advisory firm headquartered in Houston, our Compass360 Planning Process simplifies the complexity of financial planning by organizing and optimizing your entire financial picture, so that you can spend more time doing what you enjoy.
Discover
Get to Know Each Other- About You
- About Us
- Explore Goals
- Personalized Guidance
- Path Forward
Design
Initiate Planning- Gather Data
- Refine Priorities
- Interactive Review
- Tailor Solutions
Deliver
Finalize & Implement PlanFiduciary Financial Advice for:
- Cash Flow & Savings
- Tax Planning
- Asset Allocation
- Risk Management & Insurance
- Estate Planning & Wealth Transfer
Dedicate
- Proactive Recommendations
- Monthly Updates
- Consistent Plan Reviews
- Coordination of Professionals (CPA, Attorney, P&C)
Benefits of Financial Planning
Securing Your Future Through Strategic Financial Management
Ongoing Support
Financial Education
Foundation for Long-Term Financial Security
Our Commitment
Your Path to Financial Success: What to Expect Next
Reviewing and maintaining your financial plan is paramount to your success. Once we have completed the implementation phase, we will establish a mutually agreed-upon review schedule to monitor your progress. Regular reviews are essential to ensure that your financial planning remains aligned with your evolving needs and goals.
We provide monthly updates to ensure the accuracy of your financial plan and make proactive changes whenever needed. This ongoing attention helps to keep you on track toward your financial goals and allows us to make necessary adjustments promptly. By consistently reviewing your financial planning, we can address any changes in your circumstances and ensure that your plan continues to support your long-term objectives.


Resources for Financial Planning
A Selection of Granite Harbor Resources Focusing on Financial Planning


Navigating the Volatility of Financial Markets: Strategies for HNWIs

How to Create a Strategic Giving Plan Aligned with Your Values

How to Create Liquidity by Selling a Business to an ESOP

Wealth Preservation in Times of Political Uncertainty

The Hidden Risks of DIY Investment Management for High-Net-Worth Individuals
Ready to optimize your wealth?
Take the first step towards financial success by scheduling a 30-minute introductory call with us today.