Services
Comprehensive financial planning across the key areas of your financial life.
- Monte Carlo projections modeling your financial future
- Cash flow system supporting your lifestyle goals
- Dashboard tracking short and long-term goals
- Scenario modeling across multiple entities
- Earnings and entity structure analysis
- Quarterly projections with safe harbor strategy
- CPA coordination and tax plan alignment
- Retirement plan design maximizing contributions
- Backdoor and Mega Backdoor Roth strategies
- Tax-efficient asset location across accounts
- Diversification outside your business
- Investment policy statement
- Beneficiary audit across all accounts
- Insurance coverage review
- Estate document review and setup
- Advanced estate structures
- Charitable giving strategies
- Family governance and education
- Organized oversight of your full financial picture
- Ongoing thinking partner with deep context
- CPA, attorney, and insurance coordination
Comprehensive Planning
For business owners who want guidance across every area of their financial life.
$500/ month, billed quarterly
4 quarterly reviews
Tax optimization
Investment management
Business planning
Legacy & estate planning
3rd party coordination
No AUM fees, flat fee, no hidden costs
Planning-first firm
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