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Providing Clients A Path To Financial Stewardship, 

Wisdom, And Peace 


Michelle Vargas, CFP®

Fee-Only Fiduciary 

Independent | Objective | Transparent 

Comprehensive Financial Planning And Investment Management


Serving Clients In Fort Worth,Texas And Virtually Nationwide  




Sharing your journey is a sacred trust, and we take this responsibility seriously.

 We strive to do our best for our clients and seek to provide long-term value and results that are measurable.

We are passionate about guiding you toward a path of financial stewardship, wisdom, and peace.

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