Eastlake Planning is a fee-based financial planning firm and registered investment adviser located in Dallas, Texas. Its goal is to make comprehensive, holistic financial planning accessible to people from all walks of life. The firm works with clients at different stages, specializing in young professionals and retirees while also serving people navigating the years in between.

Eastlake Planning’s services center on life planning and coordinated financial guidance. The process begins with clients’ priorities and goals, then considers the financial factors that may affect them. Planning may address cash flow, tax strategy, employer benefits, risk management, asset allocation, education planning, and retirement. The firm also emphasizes a fiduciary standard and a fee-for-service model, with fees explained upfront and recommendations guided by clients’ interests.

A CFP® professional leads the planning approach, drawing on more than a decade of experience collaborating with CPAs, estate attorneys, and other trusted professionals. Eastlake Planning offers an introductory call for prospective clients and provides ongoing planning and investment-only options.