Precision Financial Planning advisors meeting with clients

About Us

A team of holistic planners transforming futures.

Precision Financial Planning Services helps families and individuals bring every part of their financial life into one coordinated strategy.

Our story

Built on the belief that good planning should be accessible.

Precision Financial Planning Services was founded by Raphael Vallier-Cotton after years inside one of the top-ranked financial firms in the industry. He built Precision around a simple conviction: the families who need real planning the most are too often the ones who never get access to it.

Today Precision is a team of holistic financial planners in Houston, Texas, dedicated to connecting clients with the best possible solutions across investments, insurance, taxes and estate strategy — not a single product line.

Our work is measured less in performance charts and more in decisions made with confidence: the rollover finally handled, the tax bill that stopped being a surprise, the family that knows exactly what happens next.

What we stand for

How we work with every client.

Holistic by default
We never solve one piece of your finances in isolation. Every recommendation is made in the context of the whole picture.
Educate, then advise
You should understand why a strategy works before you commit to it. Financial literacy is part of the service.
Root-cause thinking
We attack an economic issue at the root, change the mindset that created it, and demonstrate the value of another way of thinking.
Community first
Precision was built to give back to the communities that made our own opportunities possible.

The Precision team