New Dimensions Wealth Management

Wealth Management for Smart People

550 S. Watters Road, Suite 242
Allen, Texas 75013
972-972-8565
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  • [About]
    • Our Company
    • Lance Alston, CFP®
    • Tiffany Finney-Johnson, CFP®
    • Fee Only Financial Planners
  • [Core Beliefs]
  • [Investment Management]
    • A Simpler Way
  • [Services]
    • Financial Planning
    • Wealth Management
  • [Fee Schedule]
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Financial Planning

Financial Planning is the foundation for successful Wealth Management. The answers to all of your financial questions begin with a comprehensive financial plan that we create for you. Your financial plan will address accumulation, preservation, distribution and transfer of wealth. During the planning process, we may address the following areas depending on your unique needs:

  • Retirement Analysis
  • Insurance Planning and Analysis
  • Risk Management
  • Portfolio Analysis
  • Estate and Charitable Giving Planning
  • Cash Flow Planning
  • Pre-retirement Analysis
  • Goal Setting
  • Tax Planning
  • Education Planning

A financial plan is a continual work in progress. We work with clients in Allen, McKinney, Plano, Frisco and the surrounding areas to make sure that their financial plan reflects their current needs and addresses significant changes in their financial situation.

Is it time to rethink your financial plan?

Recent Posts

  • What are I-bonds and should they be part of my portfolio?
  • Our thoughts on Bear Markets
  • It’s that time of year again!
  • Russian Stocks – an update from DFA
  • Part 1 – Some thoughts on markets and current events in Europe

Looking for something?

Forms and Disclosures

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550 S. Watters Road, Suite 242
Allen, Texas 75013

More About Us

For more than 20 years I have been helping individuals in Allen, McKinney, Plano and the surrounding areas plan for their financial futures. I am fortunate to love my work and look forward to meeting with my clients and helping them achieve their financial goals each day. Read More…

View My Blog Posts

For more than 15 years, I have been working in the financial services industry, helping individuals and families in Allen, McKinney, Plano and the north Dallas area create strategies to achieve their financial goals.

I'd love to help you reach yours. Read More…

View My Blog Posts

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