TAKE THE SHORTEST
FASTEST PATH

Building your financial legacy doesn’t happen overnight, but it can start today

We help you keep more of the money you make so you’re financially free to build your wealth dream.

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Pay Less

Pay 10 – 40% less in taxes by working smarter, not harder.
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Make More

Make more money per hour because they keep what they make.
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Worry-Free

Be worry-free and sleep at night knowing your assets are protected.
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Supported

Feel taken care of and supported by a team of experts.

How do we get there?

Step by step with a custom plan.

The plan is simple

You can go from scratching the surface to efficiently building wealth using two different methods –
either do most of the work yourself, or just do the learning yourself and we’ll do the heavy lifting.
Here’s how it works.
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Phase 1: Review

Our free tax review tells us where you are now and it helps us determine
what you’re building.

We will help you understand your options and give you a quote to write your
plan of action.

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Phase 2: Plan

Every successful build needs a blueprint. We will create a structured plan of how to achieve your goals.

Solo Option: Watch a series of educational videos to help you make a plan. Monthly meetings with us will guide you and make sure you are on track and
implementing your knowledge.

Support Option: Show up for a series of meetings so that we can coordinate with you and explain the plan of action we are creating for you. (You’ll also get strong encouragement to watch
the educational videos.)

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Phase 3: Build & Implement

We’ll give you a quote to implement
your wealth plan.

We will help you confidently assemble your team of expert advisers and coordinate the work to fulfill your plan.

You’ll have the opportunity to use our Full CFO services for all the management, strategy upkeep, tax prep and
accounting for you.

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Do it Solo or get Full Support?

Start with a Free Tax Review

You’re here because you’re thinking about your finances, so of course you want to know how much to budget for our support.

• Feel like you can action it yourself? Invest with us starting at $5k for phase 2.

• If you need CFO-level services, budget approximately 1% of your revenue. We’ll figure out exactly what you need once we’ve met and define this clearly for you.

• Once we’re on a call, we’ll determine where you’ll end up and you’ll know exactly what you’re paying ahead of time.

Get a Free Tax Review
Read Tax-Saving Tips