Financial independence Minimizing your lifetime tax bill Retiring with confidence Building wealth Early retirement Downshifting your career Passive income 7 Saturdays a week is your big goal

What’s the best path to get there?

Let’s engineer your roadmap

SCHEDULE A CALL

Financial independence Minimizing your lifetime tax bill Retiring with confidence Building wealth Early retirement Downshifting your career Passive income 7 Saturdays a week is your big goal.

What’s the best path to get there?

Let’s engineer your roadmap

SCHEDULE A CALL

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FEATURED IN:

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Independent. Flat-Fee. Unbiased Advice.

7 Saturdays Financial is a modern wealth management firm based in Dallas, leveraging technology to serve families nationwide.


Our core focus is helping busy professionals build wealth, win the tax game, and make work optional.


7SF is designed to serve 40 clients at full capacity to enable a high standard of personalized guidance.

Services Provided

Ongoing Financial Planning

  • Regular check-ins with on-demand guidance
  • Early retirement/traditional retirement planning
  • Access to online planning dashboard with secure file vault
  • Cash flow and debt management
  • Employee benefits optimization
  • Strategic tax planning – don’t overpay the IRS!
  • Collaboration with your CPA or tax professional
  • Tax-efficient charitable giving
  • Risk management
  • … and more

Investment Management

  • Cost-efficient investing
  • Portfolio construction and asset location
  • Tax-efficient management and rebalancing
  • Strategic tax-loss harvesting
  • Digital account opening and a modern platform
View Services & Fees

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What’s different about 7 Saturdays Financial?

No product sales, no commissions.
Not affiliated with any banks, brokerages, or insurance companies. We are not limited to certain products or archaic pricing models, have no corporate overhead, and have the freedom to provide fully customized solutions.
Price is based on service provided, not portfolio size. Flat-fee eliminates the conflicts of interest embedded in legacy pricing models like Assets Under Management (AUM) and commissioned sales. Also, we can advise on held-away assets like 401(k)’s, real estate, and cryptocurrency.
We believe everyone deserves access to high-quality financial advice regardless of their current investable assets or income.
We leverage technology to enhance the customer experience and deliver massive value at a lower cost. Onboarding is paperless, data is transferred through a secure portal, and we serve clients anywhere via video conference.
Instead of focusing only on investments or insurance, we evaluate your entire financial ecosystem across dozens of planning areas.

What’s different about 7 Saturdays Financial?

(Tap on each square to learn more)

No product sales, no commissions, no kickbacks, no BS.

Not affiliated with any banks, brokerages, or insurance companies. We are not limited to certain products or archaic pricing models, have no corporate overhead, and have the freedom to provide fully customized solutions.

Price is based on service provided, not portfolio size. Flat-fee eliminates the conflicts of interest embedded in legacy pricing models like Assets Under Management (AUM) and commissioned sales. Also, we can advise on held-away assets like 401(k)’s, real estate, and cryptocurrency.

We believe everyone deserves access to high-quality financial advice regardless of their current investable assets or income.

We leverage technology to enhance the customer experience and deliver massive value at a lower cost. Onboarding is paperless, data is transferred through a secure portal, and we serve clients anywhere via video conference.

Instead of focusing only on investments or insurance, we evaluate your entire financial ecosystem across dozens of planning areas.