SharpEdge Financial
Finance · 1-10 Employees
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Overview
Phone Number
(469) 476-2890Website
www.sharpedgefinancialtx.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About SharpEdge Financial
SharpEdge Financial LLC is a fee-only, independent financial planning firm specializing in serving the needs of young attorneys, particularly Millenial and Gen Z attorneys working in law firms. They offer personalized financial planning services, focused on aligning clients' finances with the life they envision, helping to navigate complex financial landscapes with confidence and clarity. The firm operates with a Fee-Only, Fiduciary, and Independent approach, ensuring unbiased advice tailored to each client's best interests. SharpEdge Financial's six-step process involves getting to know the client, providing initial recommendations, organizing financial information, creating an action plan, implementing strategies, and monitoring progress towards financial goals.Explore more
SharpEdge Financial Org Chart
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SharpEdge Financial LLC is a fee-only, independent financial planning firm specializing in serving the needs of young attorneys, particularly Millenial and Gen Z attorneys working in law firms. They offer personalized financial planning services, focused on aligning clients' finances with the life they envision, helping to navigate complex financia... Read More
