Schedule A Consultation

Explore Your Unique Financial Opportunities and Get Your Pressing Questions Answered.

WHAT ARE YOU HOPING TO ACHEIVE
WITH YOUR FINANCES?

Outline Your Goals And We'll Establish A Plan To Reach Them

  • Develop a plan that fits my family’s values and aspirations.
  • Provide stability and flexibility for when I want to retire.
  • Keep more of what I earn and ensure my legacy passes to my heirs, not Uncle Sam

WHO WE WORK BEST WITH

You Have A Lot To Consider As A Successful Professional And We Want To Help You Weigh Your Options.

This isn't a templated plan. Our personalized services are
the best match for:

Real estate executives and high-income families

People with $500K or more in annual income

30-50-year-olds who want financial freedom and personal flexibility

Proactive people who want to delegate to a financial professional

OUR CLIENT PROCESS

A Straightforward Approach That Saves You Time And Money

1

STEP 1

Explore

Let’s jump on a 20-minute introductory call so that we can learn more about each other and determine if we are a good fit to work together. We’ll review your primary needs, goals, and concerns while introducing you to our philosophy, process, and services.

2

STEP 2

Engage and Envision

We will set up a face-to-face or virtual meeting to determine where you are now by gathering pertinent financial documents and begin discussing what is most important to you from a financial perspective. From there, we can begin to discuss how to use your money as a tool to derive ultimate fulfillment and joy in your life.

3

STEP 3

Enlighten and Empower

Finally, we’ll present a simple, one-page plan that will outline our discussions with clear and concise action items. We understand that doing everything at once is not feasible, so we’ll help you tackle your most pressing needs first.

We are always here to assist with the implementation of your plan and will coordinate it with your tax, insurance, and estate advisors. We also understand that things constantly change, so we’ll stay up-to-date with your needs throughout the year and well into the future.

CALENDAR

Schedule Your Consultation With Us

FREQUENTLY ASKED QUESTIONS

Answering All Your Questions, Big And Small

What is your fee structure?

I Have A Minimum Annual Fee Of $10,000 And Charge My Clients Based On Their Assets Under Management. If You Do Not Meet The Minimum With The Assets, We Can Work Out Other Ways To Ensure The Minimum Is Met.

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