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Financial Planning

We assemble the pieces of your financial puzzle so you can accomplish your goals and create your ideal lifestyle.

Financial planning is more than just budgeting. From employer payroll plans and personal retirement funds to educational or health savings accounts and responsible investments, we analyze, strategize, and develop a financial plan to reach your goals. No matter where you’re starting, we’re happy to meet you where you’re at.

Together, we’ll create a goals-based financial plan and update it annually. We create customized strategies and offer personalized advice to help you grow with business planning, investments, retirement planning, and everything else the market can throw at you.

Financial planning is key to understanding where you’re at, where you want to be, and how to get there. If you’ve got big dreams for yourself or your business, Baldridge Financial is ready to help you achieve them.

Business planning

How it works

Our process

Step 1
Apply to be a client


Complete the form below and our office will reach out to ensure we are a good fit.

Step 2
Define your goals


If we move forward, our team will develop a personalized plan to achieve your biggest goals.

Step 3
Shape your financial future

Delegate the execution of your tax and financial plan to a partner trusted by over 1,000 business owners.

GET STARTED

Set up a consultation.

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BaldridgeFinancial
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  • info@baldridgecpa.com
  • (713) 955-9130
  • M-F | 8-6 pm
  • 4203 Yoakum, Ste. 200 Houston, TX 77006

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© All rights reserved | ​2024

 
 
Baldridge Financial LLC (“Baldridge Financial”) is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Baldridge Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
 
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Baldridge Financial, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
 
Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.