Kirsch & Associates

Financial ServicesTexas, United States0-1 Employees

Kirsch & Associates was founded in 1990 by Joy Davis Kirsch, a Certified Financial Planner®. We provide wealth management and financial transition coaching to clients going through life-changing events, such as widowhood, divorce and retirement. Mission Statement: Kirsch & Associates is committed to our clients’ financial well-being. We recognize that wealth is about more than just money. We help you define your values, then align your wealth with those values. In conjunction with other professionals, our team focuses on putting the financial, tax and legal pieces in place so that you can pursue life’s more important issues. We call our unique process The TruWealth® Process. Vision: Kirsch & Associates wants to help others define their values, dream new dreams, and align their wealth accordingly. We believe that proper financial planning can help you move from anxiousness and uncertainty toward stability and comfort. Our strengths: •view your financial pieces holistically •bring creative design ideas to the table •organize your financial lives •coordinate with your other advisors, such as your attorney or accountant •and probably most importantly, act as a catalyst to get things done

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