Our Services
Yellowstone helps you make better decisions. We specialize in financial planning and coaching, as well as financial therapy.
We are a fee-only provider of comprehensive financial planning and coaching. We specialize in holistic, client-centered financial planning for your major life goals.
1
Money Management
We can help you develop budgets, and stick to them. We will help you achieve your money goals. Can also assist with daily money management (paying bills, allocating savings, investing).
2
Investment and Retirement Planning
As a registered investment adviser firm in Texas, we provide specialized investment recommendations. We start with a behavioral risk assessment and help you clarify your financial goals, to simplify your retirement and investment choices. The SEC/FINRA Form ADV (disclosures and brochure) will be provided to you prior to your appointment.
3
Decision Coaching
Looking to retire, open a new business, or make a big purchase? We help you to think through all aspects of a major business or life decision, weighting all risks, estimating uncertainties, evaluating alternatives, and providing recommendations for your decision-making process.
4
Couples Financial Therapy
Having money troubles in your relationship? We utilize psychology best-practices to advise leaders who want to make a difference in how they lead and the performance they deliver.
We provide specialized coaching to help you achieve wealth.
We work as a fiduciary to help understand your goals and make them become a reality.
- Goal Planning
- Risk Assessments
- Budget development
- Debt management
- Money Management
As behaviorally-trained decision strategists, we help you work through important life, business, and money choices.
- Behavioral Assessments
- Goal Planning
- Decision Strategy
- Execution
Our Strategic Path towards Wealth
Discuss > Discover > Design > Deliver
Discuss
First, let’s schedule a one-on-one appointment and start learning about your goals and objectives. Learn about You
Discover Path
We will send you assessments to help us jointly clarify your decision, goals, tendencies, and biases. This discovery process forms the basis of our initial plan.
Design Recommendations
We will talk and together, come up with a plan with concrete recommendations based on your unique goals and needs.
Deliver
Jointly, we will work on executing this plan and making the recommendations a reality.
Here’s What Our Client Say About Us
“Dr. Langabeer has woven his decades of experience and insights as a former CEO, COO and academic into this important work on financial decision making.”
Kip Becker, PhD, Boston University, Associate Professor Emeritus
Anna Patricia
Manager of Finance Consultant