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Presidio Financial is an independent financial planning and investment coaching firm with locations in the Greater Houston area.
money alone can't buy happiness
At Presidio Financial, we believe you should have a financial coach instead of a financial advisor. The top performers in the world, whether in athletics, business, spirituality, or academia, would not be able to reach their peak performance without a mentor or coach guiding them. A coach makes observations, holds you accountable, corrects negative behavior, and motivates you to push beyond what you thought possible. In our experience, the field of personal finance is no exception.
why we coach instead of advise
Most people have a negative relationship with money. At the core of our coaching, our goal is to improve your relationship with money in the following ways:
Live a life free from monetary anxiety, no matter how much income you make
Feel in control of your own fate regardless of the external circumstances
Direct your dollars with intention to reflect what you truly care about in life
Half-day Coaching workshop to influence the rest of your investing life
1. Identify your true purpose for money and ensure your financial decisions align with this purpose.
2. Target the enemies of your American dream (Hint: one of the enemies is yourself).
3. Discover the myths of investing techniques that are destructive to returns.
4. Learn the academically-sound way to engineer your portfolio.
It only makes sense to work with someone who has committed to acting in your best interests
We don't hide anything. Unlike much of Wall Street, we make it easy to understand how we are paid
We adhere to the highest practice standards and quality of financial advice
Presidio Financial is a registered investment advisor in Texas and Louisiana.
550 Post Oak Blvd Suite 407 Houston, TX 77027
711 W Bay Area Blvd Suite 272 Webster, TX 77598