Financial Planning 2026 Rising Star · Quad-A Under 50: Leader to Watch in Wealth
Our Process
Plan
Start with a no-pressure consult
Implement
Gather your goals and documents
Delegate
Start executing a real plan
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A Legacy Rewritten—One Family at a Time
Our Success Rate.
Delivering proven financial results through personalized, client-focused strategies.
Lampados Financial Group: Service Offerings
We guide you through a proven three-step journey that gives you clarity, momentum, and freedom—without hidden fees or confusing fine print. Our services are structured into clear models, so you know exactly what to expect. Whether you’re just getting started or planning for retirement, we’re here to support you with flexible options and transparent pricing.
Phase 1: 90-Day Financial Independence Accelerator
What you get:
Build your complete wealth plan from the ground up. Cash flow, investments, tax strategy, debt elimination, insurance, estate planning.
What’s Included:
- Access to Monarch Money dashboard
- Personalized Financial Health Checkup
- Quarterly Updates and Action Steps
- Debt elimination plan with exact payoff order
Best for:
Investment:
Investment: $9,000
Phase 2: Wealth Implementation & Monitoring
What you get:
Stay accountable, on track, and moving toward your number every month with quarterly reviews and a financial engineer on call.
What’s Included:
- Comprehensive Financial Plan Creation
- Budget Coaching & Debt Optimization
- Retirement Planning & Goal Setting
- Quarterly Financial Check-ins
- Ongoing accountability and coaching
Best for:
Investment:
Investment: $500 – $1,000/month
Phase 3: Private Wealth Management — Invite Only
What you get:
What you get:
- Full investment management across all accounts
- Tax-aware rebalancing and withdrawal strategies
- Coordination with CPA, estate attorney, and insurance
- Financial planning adjustments as your life evolves
- One point of contact for your entire financial life
Best for:
Investment:
Investment: 1% of assets under management
Find the Cracks in Your Financial Foundation
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Experience the Difference with Our Expert Financial Services.
Personalized Approach
We tailor every financial strategy to your unique life goals and values.
Fiduciary Commitment
As a fee-only fiduciary, your best interest is always our top priority.
Decades of Experience
Benefit from 20+ years of trusted financial guidance and insight.
What Our Clients Say About Our Financial Services
Insights and Tips to Enhance Your Financial Knowledge.
ESOPs in Q4: The calendar is the benefit. Decide before year‑end locks you in.
Understand ESOPs before year-end to optimize tax, cash flow, and legacy planning. Key factors: vesting schedules, 83(b) election, AMT, and balancing equity with family goals.
A Login Isn’t a Legacy: E*TRADE Is a Tool, Not a Plan
Logging into E*TRADE shows activity but isn’t a full financial plan. First-gen high earners need integrated cash flow, tax, and legacy strategies beyond brokerage dashboards for lasting success.
“Lawyers that do wills near me” isn’t the plan. It’s the starting point.
Finding a local will lawyer is just the start; comprehensive estate planning includes trusts, powers of attorney, cross-border assets, and aligning with your financial goals to protect your family’s future.
Common Questions
Do you work with clients outside of Texas?
Yes. Every meeting is virtual, so we work with first-generation professionals across the country from our home base in Fort Worth. Lampados is a registered investment adviser, and registration rules vary by state, so we confirm that we can serve your state during your free Blueprint Session.
How do meetings work?
All meetings happen by video, so you can join from your office, your car between shifts, or your kitchen table after the kids are asleep. We share screens and walk through your real numbers together, live. Scheduling happens online.
How much does it cost?
Our fees are flat and listed on our Services page, with no hidden costs. You’ll know the exact price before you commit to anything.
How do I know your advice isn't shaped by how you get paid?
Planning clients pay a flat fee that stays the same whether you invest more, pay off debt, hold cash, buy a house, or send money to your parents. Some of the best moves for first-generation families pull money away from investments, and a flat fee lets us recommend them freely. Clients who later choose investment management pay a percentage of assets, and we disclose that arrangement in our Form ADV.
Who do you work with best?
First-generation professionals in STEM and healthcare: engineers, nurses, physicians, pharmacists, and tech workers, usually earning $100,000 to $250,000, often supporting family while building their own future. If you’re the first in your family to earn real money and nobody handed you the playbook, you’re who we built this for.
Do I have to be first-generation to work with you?
No. Our planning is built around the first-gen experience, but anyone who’s carrying more than their own household, or who never got a financial playbook, will feel at home here.
Can you help me support my parents without wrecking my own retirement?
Yes, and it’s one of the most common reasons people call us. We build family support into your plan as a real line item, so you can see exactly what you can give, how it affects your timeline, and how to protect your parents with the right documents too.
I'm a physician with 1099 income, a side practice, or a business. Can you help?
Yes. Self-employment income opens planning options W2 employees don’t have, including additional retirement plans and tax strategies, and it adds complexity around uneven cash flow. We plan for both.
What happens in the free Blueprint Session? Will you pitch me?
It’s 15 minutes, free, and you do most of the talking. We map where you are, where you want to be, and what’s in the way, and then decide together whether working with us makes sense. If it doesn’t, you’ll leave with at least one useful next step anyway.
How can we help?