Lance Alston
CFP®, MA
New Dimensions Wealth Management, LLC
Financial Advisor
Lance Alston
CFP®, MA
New Dimensions Wealth Management, LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Lance Alston, CFP®, MA
Financial Planner and investment mangement located in Allen, TX and Serving Clients Nationwide
Lance Alston is a Allen, TX fee-only financial planner. New Dimensions Wealth Management, LLC provides objective financial planning and wealth management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Lance Alston is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
For more than twenty years I have been helping individuals in Allen, McKinney, Plano and the surrounding areas plan for their financial futures.
Previously, I was President, partner and Chief Compliance Officer at JWA Financial Group. In addition to the pleasure of working with a great team and hundreds of clients, I had the privilege of co-hosting (with the firm’s founder, Jim Whiddon) a weekly financial radio show. It was an honor to interview such notable financial thinkers as John Bogle, Eugene Fama, Burton Malkiel, Richard Thaler and Robert Shiller.
I started my career in 1998 at another prominent Dallas financial planning firm, Carter Financial Management. There I had the opportunity to work at one of the first firms to promote comprehensive financial planning (way back in 1975), with one of the most recognized financial planning teams in the country.
In short, I have been very lucky to work with or interview the best and brightest stars in the areas of financial planning, finance and investment management over the last two decades. I am fortunate to love my work and look forward to helping our clients achieve their financial goals each day.
My twenty years in the financial services industry has taught me that money is only one dimension of wealth – your family, health and happiness are just as important. I published a book, Wealthfulness, in 2018 describing this much broader definition of a person’s wealth.
Lance Alston is the Author of WEALTHFULNESS: Simple Steps for Financial Health and Happiness
Education and Designations
· Certified Financial Planner (CFP®) designation
· MA, Economics, George Mason University, Fairfax, Virginia
· BA in International Business from the University of Texas, Austin
Boards, Committees and Community (past & present)
· Advisory Board, Journal of Financial Planning
· Finance Committee, Stonebridge Ranch Homeowners Association (McKinney; Texas)
· Pro Bono Committee, Financial Planning Association (D/FW)
· Board of Directors, Financial Planning Association (D/FW)
· Committee on Professional Issues, Financial Planning Association (National)
· Board of Directors, Agape Medical Clinic (Dallas)
Lance Alston is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
New Dimensions Wealth Management represents the culmination of a decade long quest to build a client-centric financial planning firm.
We pride ourselves on providing unbiased, straight-forward financial guidance to clients using a Fee-only compensation model. As a fee-only firm, clients can rest assured that we are truly acting as their fiduciary and in their best interest.
It’s really very simple: reasonable fees unbiased guidance = valuable financial advice.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Lance Alston is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Lance Alston is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Lance Alston is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Lance Alston
Office Locations:
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550 S. Watters Road
Suite 242
Allen, TX 75013
