Next Step Financial Transitions Houston, TX 77070

Next Step Financial Transitions is a finance institution located in Houston, Texas, United States. Our mission is to help families make their dreams a reality one financial decision at a time. We offer flat-fee financial planning services with no account minimums, ensuring that you don't need a large portfolio to qualify. Our no-sales approach means we won't push unnecessary or unproductive financial products on you.

At Next Step Financial Transitions, we take the time to get to know you – your values, goals, and personality. This allows us to create a personalized financial plan tailored to your needs and situation. We work with a third-party manager and custodian for investment management, helping you create the right investment portfolio that aligns with your goals and risk tolerance.

Founded by Lance & Tessa Elrod, our institution is dedicated to helping individuals and families navigate life's transitions, from the next generation of investors to those looking to retire. We offer a subscription model for financial planning services with no account minimums, ensuring that everyone can access our expertise. As Certified Financial Planners™, we always prioritize your best interests.

Whether you are going through a life transition or simply want to plan for a secure financial future, Next Step Financial Transitions is here to help. Visit us at our Houston or The Woodlands office to start building a roadmap for your financial success.