"I make good money, but I'm confused on how to turn it into real wealth..."
"If I stop, the money stops..."
"I don't use wealth planning professionals because they don't understand me as an entrepreneur..."
"Money's my focus. I'll deal with the other areas of my life another day..."
Believe Us
We've Heard It All Before and We Get It.
You Need a Lifestyle Wealth Plan Designed For You, The Entrepreneur.
You Deserve To:
Have Confidence In Your Financial Plan and Future
Turn Your Business Success Into Personal Wealth
Not Worry About The Day You Retire
Let Us Help Develop Your Wealth Plan so You Can Focus on What's Important.
Designed for high income entrepreneurs
Quarterly review meetings + check-ins as needed
$36,000/year ($3,000/month)
AUM $0 - $3.0MM No fee, $3.0MM + 0.35%
Designed for growing entrepreneurs
Two review meetings per year + check-ins as needed
$12,000/year ($1,000/month)
+0.50% AUM (optional)