Rethink Wealth

Rethink Wealth is a financial planner in Austin, TX. The firm delivers full‑service financial and investment planning for individuals, white‑coat professionals, busy families and small‑business owners. Its offerings include individualized planning through the Living Balance Sheet®, business planning, risk and protection management, and disciplined investment management. Clients receive comprehensive cash‑flow management, goal setting, retirement and tax strategies, insurance and estate considerations, debt optimization, charitable giving, and a full suite of business succession and valuation services. Rethink Wealth serves clients nationwide while maintaining a dedicated Austin office at 10801 N. Mopac Expressway, Suite 350.

The practice is staffed by a team of credentialed professionals such as Certified Financial Planners, Chartered Financial Consultants, Certified Divorce Financial Analysts and other specialists. These advisors emphasize education and long‑term planning over transactional advice, guiding clients through a structured process of open discussion, opportunity discovery, strategic concept development and implementation road‑mapping. Their holistic approach integrates personal and business finances, helping clients align goals with intelligent, customized advice.

Rethink Wealth’s commitment to personalized, purpose‑driven financial guidance makes it a distinctive resource for Austin residents seeking to shape their financial future on their own terms.

Services:

• All Financial Services
• Business Planning
• Individual Financial Planning
• Investment Management
• Risk Management & Protection