Rethink Wealth

Live With A Purpose Empower Your Financial Journey With Tailored Financial Services to Help You Achieve Your Goals For A Prosperous Future.

Financial planner in Fort Worth, TX (show on map)

2.3

★★☆☆☆

3 reviews

Full-service financial planning firm based in Texas serving clients nationwide with holistic strategies for financial independence.

Call (682) 233-7740

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About

Rethink Wealth is a full-service financial planning firm based in Texas with clients across the nation. The firm offers holistic financial planning for white coat professionals, busy individuals, and small business owners, emphasizing financial education and personalized strategies to achieve financial independence on clients' terms.

Holistic financial planning

Personalized coaching

Empowerment to live life on one's own terms

Services

Individual Financial Planning

Holistic financial balance, confidence building, and wise planning with The Living Balance Sheet®.

The Living Balance Sheet® Personalized financial coaching Holistic approach to wealth

Business Planning

Helping business owners make smart financial decisions.

Business financial strategy Risk management for business owners Holistic financial planning for entrepreneurs

Investment Management

Investing success through discipline, consistency, and a clear plan—not luck or timing.

Disciplined investment approach Consistent portfolio management Clear investment planning

Risk Management & Protection

Safeguarding what matters most so goals and financial dreams stay within reach.

Insurance solutions Risk assessment Protection planning

Credentials & Certifications

CFP®

CLTC

ChFC®

RICP

Reviews

Rating

2.3

★★☆☆☆

Reviews

Frequently Asked Questions

What is The Living Balance Sheet®? +

A holistic financial planning tool used by Rethink Wealth to assess and align all aspects of a client's financial life with their goals.

How does Rethink Wealth differ from traditional financial advisors? +

Rethink Wealth focuses on redefining wealth through personalized, holistic strategies that empower clients to live life on their own terms, rather than following conventional financial advice.

What types of clients does Rethink Wealth serve? +

Rethink Wealth serves white coat professionals, busy individuals, and small business owners, providing tailored financial coaching and planning services.