Kinetix Financial Planning

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Flower Mound, TX 75028
+1 (940) 220-9904
https://www.kinetixfp.com

Kinetix Financial Planning is a Texas-based firm that specializes in providing comprehensive financial planning services for entrepreneurs and business owners. With a focus on equity compensation and investment management, their team of experts helps clients create personalized strategies to achieve their financial goals, from retirement planning to saving for college.

Driven by a commitment to modernize financial planning, Kinetix offers digital account opening and low-cost advisor-managed investments, eliminating the need for paperwork and in-person meetings. Their custom financial dashboard provides clients with a clear overview of their financial metrics, while unlimited support ensures regular check-ins and strategy sessions to keep clients up-to-date on their financial progress.

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