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Frequently asked questions
What kinds of financial planning does 1545 Heights work with?
We help Houston-area clients with investment strategy, retirement planning, estate coordination, and ongoing portfolio management. Our work focuses on understanding your situation and building a plan that fits how you actually live and what matters to you.
Do you work with clients outside the Houston area?
We're based in Houston and primarily serve clients in Texas, though we can discuss your specific situation when you reach out. Best to contact us directly to confirm whether we're the right fit for your location.
How does pricing work with your firm?
We structure our fees based on the scope and complexity of the work involved—there's no one-size-fits-all model. We'll walk through pricing options during your first conversation so you know exactly what to expect.
What happens when we first meet?
We'll start by listening to what's on your mind and learning about your financial situation, goals, and any concerns you have. From there we'll outline what we can help with and what the next steps would look like.
How quickly can we get started?
That depends on what you need and our current schedule, but we move as fast as makes sense for your situation. Reach out and we'll let you know availability and what a realistic timeline looks like.
Can you help review what I'm already doing financially?
Yes—many clients come to us wanting a fresh look at their current setup, whether that's investments, insurance, or how everything fits together. A review is often a good first step to see where adjustments might help.