Financial Planning

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 Plan

Fiduciary Financial Advice for:

Cash Flow & Savings
Tax Planning
Asset Allocation
Risk Management & Insurance
Estate Planning & Wealth Transfer

Year 1

Year 2+

Dedicate

Maintain Continuous Alignment Between Your Goals & Plan

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

Ensuring continuous financial guidance and assistance helps clients achieve and maintain their financial goals through ongoing support.

Financial Education

Providing clients with the knowledge and skills needed to make informed financial decisions and achieve long-term financial success is the goal of financial education.

Foundation for Long-Term Financial Security

Establishing a robust financial base ensures sustained stability and growth for the future, providing 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

6 minutes read

Balancing Growth and Preservation in a Portfolio

Contributed by: Austin Manning, CFP In today’s shifting economic environment, successful wealth management requires more than simply choosing investments that “perform.” It demands an intentional balancing act — between growing assets to meet future goals and preserving the wealth already built through years of effort, risk, and success. For affluent families, corporate executives, and business owners,…

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4 minutes read

Relocating Your Tax Home: A Guide to Changing State Domicile

Contributed by: Dale Shaw, CFP, RICP In today’s increasingly mobile world, high-net-worth individuals often find themselves weighing the benefits of relocating to a state with more favorable tax laws. While the prospect of saving on state income taxes, property taxes, or estate taxes is appealing, changing your state domicile requires careful planning. This guide highlights the possible substantial…

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5 minutes read

Election Year Markets

Authored by: Nicholas M. Brown, CFA, CFP® We are just a few short days away from Election Day, where the United States will elect its next President, the entire House of Representatives, and a third of the US Senate seats. This election cycle has seen a swirl of political activity unlike any other previous election cycle. It is not uncommon for election seasons to bring uncertainty, speculation, and…

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5 minutes read

How to Align Philanthropy with Personal Values

Contributed by: Timothy Smith, CFP® In the current landscape, philanthropy offers a significant opportunity for individuals to make a meaningful impact within their communities and beyond. To maximize the benefits of charitable giving, it is essential that these endeavors align with one's personal values and long-term goals. With over 25 years of experience in financial planning and philanthropy, I…

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5 minutes read

How to Prepare Your Business for Sale: 10 Tips for Success

Contributed by: Pijus Bulvinas, CFP® and Sam Breske, Director, Affinity Ventures If you are getting ready to sell your business or believe that a sale may be on the horizon in the next several years, it is crucial to plan accordingly. Proper planning and preparation for the sale of your business can significantly impact the success and profitability of the transaction. Here are 10 steps to consider…

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9 minutes read

The Great Wealth Transfer is Underway: Navigating New Frontiers in Retirement

The impending transfer of wealth from Baby Boomers to Millennials and Gen Z is not just an unprecedented shift in economic power, estimated at $84.4 trillion by the year 2045, but also a crucial lifeline for the latter generations who are navigating through a vastly different and more challenging economic landscape than their predecessors. Unlike the Boomers, Millennials and Gen Z have been grappling…

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Ready to optimize your wealth?

Take the first step towards financial success by scheduling a 30-minute introductory call with us today.

Schedule Now

Your Financial Plan Journey

Organizing, Optimizing, and Maintaining Your Entire Financial Picture

Help First Promise

Commitment to Excellence

The Compass 360 Planning Process

Your Wealth. Your Way.

Discover

Design

Deliver

Dedicate

Benefits of Financial Planning

Securing Your Future Through Strategic Financial Management

Asset Management

Risk Management

Estate Planning & Tax Strategies

Ongoing Support

Financial Education

Foundation for Long-Term Financial Security

Our Commitment

Your Path to Financial Success: What to Expect Next

Resources for Financial Planning

A Selection of Granite Harbor Resources Focusing on Financial Planning

Balancing Growth and Preservation in a Portfolio

Relocating Your Tax Home: A Guide to Changing State Domicile

Election Year Markets

How to Align Philanthropy with Personal Values

How to Prepare Your Business for Sale: 10 Tips for Success

The Great Wealth Transfer is Underway: Navigating New Frontiers in Retirement

Ready to optimize your wealth?

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