Resources
Frequently asked questions
What kinds of financial planning do you help Houston clients with?
We work with individuals and business owners across the Houston area on retirement strategy, investment review, estate planning coordination, and cash flow management. Our advisors take time to understand your specific situation before recommending any direction.
Can you work with me if I'm just starting to get my finances organized?
Absolutely—we help clients at every stage, whether you're building a plan from scratch or refining one you already have. Many people find it helpful to start with a financial review to see where things stand and what priorities make sense next.
How does scheduling work, and what are your typical hours?
We operate during standard business hours and respond to inquiries the same day or next business day through this site. You can check current availability and book a time that fits your schedule when you reach out.
Do you serve clients outside the Houston area?
We're based in Houston and primarily work with clients in the greater Houston region, though we're happy to discuss your situation if you're nearby. Contact us to let us know where you're located and what you're looking for.
What should I bring or think about before we meet?
Just come ready to talk about what matters to you financially—whether that's saving for a goal, managing investments you already own, or planning for major life changes. We'll guide you on what details are helpful to have on hand once we connect.
What's the typical cost structure for working with New Van Dan?
We discuss fees and service options directly with each client based on what you need—there's no one-size-fits-all approach. Reach out through the site and we'll walk you through how our engagement would work and what it costs.