Financial Planning for Houston Families
Grow Your Wealth and Live Well
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In your thirties, your life is gaining momentum at a rapid pace. At the time when you’re getting married, buying a house, getting a big promotion, having children, good financial advice is most impactful.


Getting on the right financial path early on can mean tens or even hundreds of thousands of dollars difference over the course of your life. 

That said, most financial advisors don’t want to work with young families.

Shocking, I know.

They say things like, “they don’t have enough money yet” or “their plans are changing too often.”

As someone who is also in this stage of life, however, I created a financial planning service tailored to families like yours. I understand the complexity of facing a lot of family goals all at once, and I know how to balance them to both grow your wealth AND live well.

I can help you answer questions like:

  • How much house should I buy based on your family budget?
  • If one of us chooses to stay home to raise children, will we stay on track for retirement?
  • After changing jobs, how should we manage old retirement plans?
  • What’s the best college savings plan for us?
  • How do we allocate a bonus amongst many goals?
  • What insurances do I need–and which are unnecessary?
  • Do we need a will?

A solid financial plan clarifies your goals, gives you a roadmap toward them, and accelerates your timeline to reach those goals. In fact, people with a solid financial plan in place have nearly 3x the net worth of people who do not.

As a CERTIFIED FINANCIAL PLANNER(TM), I design financial plans that reflect your family’s values, how you live, all the things you want to do, and all the things you haven’t thought of yet. I help organize your many competing priorities, get clarity your options, and make smart decisions. It is my passion and purpose.

Why? Because families with a secure financial plan run more smoothly, build wealth faster and enjoy life more.

Contact me to get started today.

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Comprehensive Financial Planning

Now that you’re gaining momentum in your life and career, you’ve moved beyond the “I’ll just wing it” stage of your financial life. You need a real plan for making the most of your money–saving for college, buying a home, maximizing your employee benefits, and getting on track for retirement. Together, we’ll design a financial plan that keeps you organized, lays groundwork to reach your goals, and prepares you for all the things you haven’t yet considered. While the financial blueprint is the starting point, our ongoing relationship is arguably the greatest value–supporting you in making informed financial decisions throughout your life.

College Savings Planning

Based on current projections, it’ll cost nearly $200,000 to send a child to a 4-year college in 18 years. Even if you want your child to have some skin in the game when it comes to contributing to the cost, you’re best off saving for college now. By working together, you’ll understand your savings options, select an account that’s right for your goals, and get it funded right away. Let’s make a plan to give your child a future without student loan debt.

Writing, Speaking & Consulting

I am happy to serve as an expert voice on family finances for your media outlet, speaking engagement, or consulting project. I have leant my voice to Forbes, Business Insider, InvestmentNews, DailyWorth, and more. Contact me to collaborate together.

About This Site

Leah Manderson is a fee-only CERTIFIED FINANCIAL PLANNER™ based in Houston, Texas, who designs financial plans for young families to build wealth and secure their future.