INSPIRED. EMPOWERED. WHOLE.
360 Degrees of Transformational Financial Planning
PIVOT TO GREATNESS.
At Encompass Financial & Associates, we provide boutique fee-based financial planning. Our desire is for you to enjoy your “360 life.” We believe every element—your physical, spiritual, emotional, and financial health—must be aligned and optimized for you to experience your best life. That’s why we look at the big picture and work with you to identify the right financial path for all your goals.
We’re here to come alongside you and help you pivot into a new season of purpose. We want you to realize everything you’re capable of, so we dig deep and create a goal-oriented financial plan that gives you clarity about your potential and your path forward. Then we travel your journey with you, providing personal support and accountability so you can achieve transformational joy.
OUR SERVICES
OUR MISSION
At Encompass Financial & Associates, LLC, we embrace a philosophy that transcends traditional wealth management. We believe that the true purpose of financial advice is not merely to secure your wealth, but to ensure your wealth secures your life. Our fee-based service model prioritizes your life goals and emotional well-being over mere financial metrics. We partner with you to transform complexity into clarity and anxiety into achievement, focusing on lifelong financial security that supports your most cherished life goals. We are committed to a transparent, commission-free relationship, allowing us to align purely with your interest. With us, you’re investing not just in a portfolio, but in a pathway to peace of mind and a life richly lived.
Through a shared commitment, we will make your dream a reality.
(D- Discipline, R- Routine, E- Education, A- Action, M- Mentality)
"Wise is the individual that plans for what is difficult while it's easy and plans for what is great while it is small."
- Sun Tzu -
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LOCATION
320 Morrison Park Drive, Suite 100
Southlake, TX 76092
