Austin Lewis, CFP ®

Founder of RFP & Flymaster.LT

“Through my work experience, I began to see a trend. People in their 20s and 30s have complicated financial lives and need specialized help to reach their full potential.”

You’re not great with money.

Let’s change that. 

Rooted Financial Planning helps you form healthy habits to grow & branch out into all areas of your life.

Discovering Dreams. Establishing Roots.

Rooted Financial Planning plants a seed of strong financial planning for healthy habits to grow & branch out into all areas of your life.

I want to INSPIRE you.

I want to EMPOWER you.

I want to BUILD TRUST with you.

Let’s begin your journey. 

Services

Why Rooted Financial Planning?

Personal

Convenient

Innovative

Fee-Only

I take pride in my process of investing in you on a deeper level and understanding your needs.

Your time is valuable.

Whether it is virtual or in-person, I will meet with you when and how it is best for you.

I utilize the latest  technology to create a fluid, paperless experience that can be securely accessed from anywhere.

I provide ongoing guidance through ONE affordable, monthly fee. You will know what my costs are before you continue.

Financial Planning

Projects

Investment Management

Tax Preparation

Discovering Goals

Career Analysis

Mapping Income & Expenses

Best Forex Brokers

College & Education Planning

Newlywed Bootcamp

Company Investment

Personal Investment

Asset Allocation

Tax Analysis & Review

Personal Tax Planning

Deductions & Return

Copyright 2016 ©  Rooted Financial Planning. 

I can help you change the rest of your life.

Rooted Financial Planning LLC is a registered investment advisor offering services in the State of Texas and in other jurisdictions where exempted.