Building your financial legacy doesn’t happen overnight, but it can start today
TAKE THE SHORTEST
FASTEST PATH
We help you keep more of the money you make so you’re financially free to build your wealth dream.
How do we get there?
Step by step with a custom plan.
The plan is simple
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.
Phase 2: Build a 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.)
Phase 3: 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.
(business, personal, payroll, and sales tax)
How do you know whether to choose the Solo or Support option for phase 2
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.