Designing Your Life's  Blueprint

"What is in your life’s blueprint? This is a most important and crucial period of your lives. For what you do now and what you decide now, may well determine which way your life shall go."

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- Dr. Martin Luther King, Jr.

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Life Money Balance™

Concurrent Financial Planning offers a place where individuals, families, and business owners can engage in a transformational personal financial planning process that aligns their money with their life’s purpose. 

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We help you design a life-money partnership that helps you pleasantly strive toward and achieve your life aspirations. 

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This is life money balance™.

“Let your life lead your money, not your money lead your life”

 

WHO WE ARE

Concurrent Financial Planning is an independent, virtual financial planning firm that utilizes a holistic financial planning process.  We are guided by the core principle of the fiduciary standard, which is to always put your interests first.

GREAT LISTENERS

FIDUCIARY

Growers and Designers

MANAGERS and STEWARDS

 

WHY WORK WITH CONCURRENT

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WHO WE WORK WITH

You value transferring elements of your financial life to a trusted planner which empowers you to shift time and energy toward the life areas you cherish most

Willing 

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Willing to accept comprehensive financial planning advice and consistently engage in your financial plan that leads your life journey

Income 

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Possess household income and assets to support your lifestyle design and fund your aspirational goals

Transfer

  

Value transferring elements your financial life to a trusted planner which empowers you to shift time and energy towards the life areas you cherish most

Health & Heal

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Aim to realize improved financial health and heal overall well-being through the change of financial practices that will redefine your

life's design

W

I

T

H

 

Career professional

Budgeting/Cash Flow &
Debt Management
Retirement Planning
Investments
Employee Benefits
Risk Management
Education Funding
Estate Planning
Charitable & Legacy Planning
Tax Planning
Social Security Analysis
Medicare Analysis
Life Event Analysis 

Schedule

Business owner

All Career Professional Areas

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Business Risk Management

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Business Succession Planning

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Business Tax Planning

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Company Sponsored Retirement Plan Advice

Schedule

retirement planning

Retirement Planning
Retirement Lifestyle Transition
Social Security Analysis
Medicare Analysis
Estate Planning
Charitable & Legacy Planning
Investments 
Life Event Analysis 
Long-Term Care Analysis

Schedule

 

contact

3410 98th Street, Suite 4-144 Lubbock, Texas 79423     |        888-332-2372        |      By Appointment Only 

FORM ADV PART  II

This site is published for residents of the United States only. Concurrent Financial Planning Center, LLC may only conduct business with residents of the states and jurisdictions in which Concurrent Financial Planning Center, LLC is properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed.

This webpage offers direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Concurrent Financial Planning Center, LLC. Concurrent Financial Planning Center, LLC does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional.