New Dimensions Wealth Management

Wealth Management for Smart People

550 S. Watters Road, Suite 242
Allen, Texas 75013
972-972-8565
  • [Home]
  • [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]
  • [Blog]
  • [Book]
  • [Contact]

Our Core Beliefs

At New Dimensions Wealth Management, we are guided daily by a collection of beliefs that set the course in every interaction we have with our clients.

Financial Planning makes your life better

Without a plan to reach your goals, you are unlikely to achieve them. With a solid financial plan in place, you will have the confidence and peace of mind that the actions you take are good not only for today, but also for tomorrow. Financial planning may not change your lifestyle, but it will change your life.sending a signal

Fees matter and should be transparent and easily understood

When hidden fees are chipping away at your future or their structure requires a translator, then it is clear that your financial planner is not working for your best interests. We strive to make sure that the costs of your financial plan are clear and simple to interpret.

Wealth is composed of many dimensions

We believe that money is just one of the many dimensions of wealth. A balanced perspective and a full life require attention to the other dimensions as well.

Simplicity is the key to successful wealth management

Investment firms should not make investing look difficult when it really is not. We do not believe in pretending to add value. To paraphrase Albert Einstein: make something as simple as possible, but no simpler.

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

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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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