Financial advice for tech professionals, from someone who speaks your language.

Advice-first, fiduciary planning for developers, engineers, and technology professionals in the Dallas–Fort Worth Metroplex.

Developer Resources

Purpose

La Vida Financial aspires to be the trusted, expert resource for technologists in the Dallas–Fort Worth Metroplex, providing unbiased financial advice and education.

The firm is built on the highest standard of trust and transparency, with a business model that is both financially and ethically aligned to fulfill our fiduciary duty and place client interests first.

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Get weekly financial insights for tech professionals plus a curated list of upcoming developer events in the Metroplex. Delivered every week.

Philosophy

La Vida Financial provides advice-first planning with a true fiduciary focus. We maximize client value through unbiased guidance. No sales, no commissions, just advice in your best interest.

Core Beliefs

The firm's philosophy centers on principles that guide our clients toward enduring financial health and independence:

Lifestyle Habits

  • Live below your means so that your spending is consistently less than your income.
  • Develop a workable plan with a clear, practical strategy for achieving your financial goals.
  • Never bear too much or too little risk; align risk with your goals, time horizon, and comfort level.
  • Invest early and often to harness the power of compounding over time.

Investment Considerations

  • Diversify across asset classes and sectors to reduce overall risk.
  • Invest with simplicity, avoiding overly complex products and strategies that are difficult to manage.
  • Use low-cost index funds when possible to obtain broad market exposure.
  • Minimize costs, including fees and trading expenses, to protect your net returns.
  • Minimize taxes through tax-efficient investment and withdrawal strategies.

Maintain Discipline

  • Do not attempt to time the market; focus instead on time in the market.
  • Stay the course with a disciplined, long-term strategy rather than reacting to short-term volatility.

Services

Our service model is designed for clarity and efficiency. We offer a pure advice-first model with transparent fixed fees. Whether you need a defined project for specific outcomes or prefer an ongoing partnership for continuous support, we provide the guidance you need on your terms.

Meeting Options: All meetings can be conducted remotely via Google Meet or in person at our meeting location near Frisco Square and Toyota Stadium. For remote meetings, we recommend using a desktop or laptop computer for the best experience, as we share detailed financial planning software during our conversations.

Project-Based Planning

Focused Engagement

Fixed Fee: $1,500

A two-meeting engagement designed to address a specific financial planning topic or domain. We begin with a Discovery Conversation to understand your situation, followed (preferably within two business days) by an Advice Conversation that provides actionable, goal-oriented next steps. The scope is limited to the selected topic and does not produce a comprehensive financial plan.

What You'll Get
  • Two focused meetings (Discovery and Recommendations) completed within 7-10 business days
  • Clear recommendations or decision framework for your specific topic
  • Implementation checklist with specific action items and next steps
  • Fast turnaround perfect for time-sensitive decisions like open enrollment or equity vesting
Focus Client

A professional facing a specific financial decision or deadline who needs expert guidance without a full comprehensive plan. Common topics include employer benefits, RSU decisions, home purchase planning, and student loan strategy.

Learn More About the Focused Engagement →

Comprehensive Plan

Fixed Fee: $3,500

A three-meeting engagement designed to deliver a comprehensive financial plan using professional-grade planning software. Through structured discovery, detailed analysis, and built-in accountability, you'll receive a cohesive plan with clear, prioritized recommendations and the support to actually implement it.

What You'll Get
  • A clear, prioritized action roadmap organized by priority and timeline
  • Three guided meetings over 45+ days with built-in accountability
  • Comprehensive plan covering cash flow, investments, taxes, risk management, and estate planning
  • Professional planning software access to model your entire financial life
  • Implementation coaching between meetings to keep you on track
Focus Client

A junior or mid-level technology professional seeking a structured, end to end financial blueprint. Typically, this client has less than $100,000 invested and a household income under $150,000.

Learn More About the Comprehensive Plan →

Plan de La Vida

"The Plan for Life"

Fixed Fee: $5,750

A premium five-meeting engagement combining values-based financial planning with both professional planning software and a comprehensive written plan document. This dual-deliverable approach provides the analytical power of dynamic projections and the educational depth of a tangible reference document you can revisit for years.

What You'll Get
  • Five comprehensive meetings over 6-8 weeks focused on vision, financial ecosystem, protection, wealth building, and plan delivery
  • Values-based approach exploring what "the good life" means to you
  • Comprehensive written plan document you can reference and share
  • Professional planning software with dynamic projections and scenarios
  • Measurable Action Plan with prioritized implementation roadmap
Focus Client

High-income professionals seeking comprehensive, values-based financial clarity. While accessible to clients with various financial situations, this engagement is particularly valuable for those with $500,000 to $5 million in net worth who benefit from deeper analysis and educational depth.

Learn More About Plan de La Vida →

Note on Implementation: All project-based engagements deliver recommendations and action plans. Implementation, monitoring, and plan updates remain your responsibility. If you need hands on help executing recommendations or updating your plan, Hourly-based Planning is available at $275/hour.

Ongoing Financial Planning

Ongoing Support

Fee: $275 / month

Ongoing Support transforms your comprehensive financial plan from a static document into a living strategy. Built around an annual calendar with bimonthly themes, this service ensures you stay ahead of deadlines, tax opportunities, and important financial decisions throughout the year.

What You'll Get
  • Monthly executive summaries focused on timely financial planning topics
  • Quarterly in-depth meetings (February, May, August, November) following a consistent agenda
  • Proactive planning structured around an annual calendar, not reactive advice
  • Continuous access to professional planning software with updated projections
  • Personalized guidance building on your comprehensive plan recommendations
Prerequisite

Must complete either Comprehensive Plan or Plan de La Vida before enrolling in Ongoing Support.

Focus Client

Mid-to-senior level professional with established career requiring proactive management of an increasingly complex financial picture.

Learn More About Ongoing Support →

Hourly-based Planning

Hourly Implementation & Coaching

Hourly Rate: $275

One-hour minimum, billed in 15-minute increments

Flexible, pay as you go support for executing your financial plan recommendations. Whether you need hands on coaching for a complex account transfer, guidance navigating broker portals, or a plan update after a life change, this service provides expert help exactly when you need it, without the commitment of ongoing support.

What You'll Get
  • Direct implementation coaching for complex financial tasks
  • Hands-on support with account transfers, rollovers, and broker portals
  • Plan updates and adjustments when life circumstances change
  • Expert guidance on executing specific recommendations from your plan
  • Flexible scheduling: use hours as needed with no ongoing commitment
Prerequisite

Must have completed either Comprehensive Plan or Plan de La Vida from La Vida Financial.

Focus Client

A self-directed client who has received a comprehensive financial plan and prefers to manage implementation independently, but values having expert coaching available for specific tasks or periodic plan updates without committing to ongoing monthly support.

Learn More About Hourly Planning →

Schedule Introduction

Ready to take the next step? Schedule a complimentary introductory conversation to discuss your needs and determine whether there is a strong mutual fit.

Select a time that works best for you directly on our calendar, including limited evening and weekend availability.

Schedule Now

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Advisory services are offered through La Vida Financial LLC, an investment adviser registered with the state of Texas. Services are only offered where La Vida Financial LLC and its representatives are properly registered or exempt from registration. This information is not tax, accounting, or legal advice, nor is it an offer or solicitation to buy or sell any security. Investments involve risk, including the potential for complete loss. Information is provided "AS IS," and your use of it is at your sole risk.

Certified Financial Planner Board of Standards, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.