Intentional Living FP

Intentional Living FP is a Financial Planner in New Braunfels, TX, located at 123 N Seguin Ave #202. The firm provides fee-only fiduciary financial planning for high-net-worth individuals and families, serving clients across Texas and nationwide. Founder and CEO Jim Crider, CFP®, specializes in retirement planning, tax strategy, business exit planning, investment management, real estate consulting, and Bitcoin integration. He is joined by Cade Grimm, CFP®, and the team organizes its practice around three communities: Intentional Living for families seeking early financial independence, Intentional Entrepreneur for business owners navigating from build to exit, and Intentional Legacy for retirement and multigenerational wealth transfer. The firm offers comprehensive services including investment management, tax planning, and proactive strategies to minimize tax burdens through Roth conversions and business strategy coordination.

The firm’s approach prioritizes values over products, starting with a conversation to determine if they are the right fit before building a clear, actionable plan. This plan is executed in focused 30-minute sprints, with formal meetings held twice a year and ongoing availability between sessions. Unlike traditional advisors who may earn commissions or follow a suitability standard, Intentional Living FP is fee-only and legally required to act in its clients' best interest. Bitcoin is treated as a core competency, with the firm helping clients integrate the asset thoughtfully into their portfolios, addressing allocation, custody options, and tax planning for capital gains. Jim Crider hosts The Intentional Living Podcast and has been featured in Forbes, Fortune, Fox Business, InvestmentNews, and ThinkAdvisor.

The firm holds a rating of 5.00 based on customer reviews. This positive rating reflects the reputation of the practice among those who have engaged with its services.

Intentional Living FP brings a values-first, fee-only fiduciary approach to financial planning for families and business owners in New Braunfels, TX.

The firm sits on North Seguin Avenue, just steps from the Site of Old Schmitz Hotel and the Comal County Courthouse.

BizScoreAI awarded a Discoverability score of 100 out of 100, ensuring AI crawlers can find every page of the website. The Technical score reached 92 out of 100, confirming the site is secure and readable by search engines. BizScoreAI also notes the business ranks number 2 of 9 Financial Planner businesses in New Braunfels.