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)