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3 Ways To Get Help...

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  1. Have a quick question? Feel free to reach out to us via email at info@prudentmoney.com.

  2. Need detailed answers? Schedule a phone call with Bob to get your in-depth questions answered by clicking here.​

  3. Interested in working with us? Book a virtual meeting with Bob to explore how we can assist you further!

Ask a Question
Brought to you by the Prudent Money Foundation

We’re here to support you and provide guidance on where things could be improved. And remember, when it comes to your finances, no question is off-limits—ask away!

Bob offers availability to discuss your financial goals, provide personalized advice, and help you optimize your financial strategy. Whether you're looking to build on your successes or adjust what's not working, Bob is here to guide you.

To schedule a call, simply click "Book Now" to access our calendar, reach out via email at info@prudentmoney.com, or call 972-386-0384.
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We look forward to connecting with you!

  • How can I start working with Bob ?
    Finding the right financial advisor is about finding the perfect fit, and I’m here to help you do just that. Our process starts with a simple, no-pressure call to discuss how I can assist you. Together, we’ll determine the next steps at a pace and communication method that works for you.
  • How do I know if I have enough for you to manage? Does Prudent Money have minimum requirements?
    I take a different approach. For 32 years, I’ve focused on helping people, not turning them away. With rising minimum investment requirements, many are left turning to automated investment platforms or navigating their financial journey without professional guidance. That’s why I offer tailored programs for everyone, built on the stewardship principles shared on my radio show, to help you achieve your financial goals.
  • How will Prudent Money work with the amount of risk I am willing to take?
    We carefully assess your tolerance to ensure it aligns with the level of risk you're comfortable taking, whether high or low. Getting this right is essential for us to serve you effectively. At the core of any successful financial plan is strong risk management, which we believe is fundamental to the responsible stewardship of your financial future.
  • What are your fees and how do they work?
    Our fees are structured based on the services provided. That might be an hourly rate, a one-time project fee, or an ongoing investment management fee. All fees are deducted directly from your investment account. We offer all new clients a complimentary phone consultation, as well as free guidance for quick questions via phone or email. Additionally, you’re always welcome to ask a question and access the free resources available on our website.
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