FAQ

We work primarily with professional athletes and entrepreneurs who have high, often variable income and need sophisticated financial planning. We're selective because we want to provide exceptional service to a focused group of clients who value genuine partnership.

We don't have a rigid minimum, but our services are designed for people with significant income or assets who face complex financial situations. During our introduction call, we'll determine if we're a good fit for where you are today.

We work with clients in one of two ways: Assets Under Management (AUM) or an Ongoing Financial Planning retainer starting at $6,000 annually. The right option depends on your situation and preferences. We'll discuss this openly during our introduction call.

Everything that touches your money. Comprehensive financial planning, investment management, tax strategy coordination, insurance review, estate planning guidance, cash flow management, business exit planning, and ongoing quarterly meetings. You also have unlimited access to our team between meetings.

Yes. We're legally and ethically obligated to act in your best interest at all times.

We make the transition simple; we handle all the paperwork. The only thing that changes is the quality of service you receive.

The best way is to schedule a 30-minute introduction call. We'll share our stories, you share yours, and we'll determine together if we're aligned. There's no pressure and no pitch—just an honest conversation.

For AUM clients, yes, we manage the assets we're compensated on. For ongoing financial planning clients, no, you can keep your investments where they are and we'll provide planning, strategy, and guidance.

You'll see clarity immediately. Within the first 60-90 days, you'll have a comprehensive financial plan and clear action steps. Long-term wealth building takes time, but many clients save more than our fee in year one through tax optimization and avoiding bad investments.

That's often the best time to start. The decisions you make early have the biggest impact. If you're earning significant income but haven't built wealth yet, we can help you create the foundation.

Yes. We serve clients nationwide.

We get to know each other. We'll talk about your current situation, what's keeping you up at night, your goals, and how we work. It's a no-pressure conversation to see if we're a good fit. If we are, we move forward. If not, we'll point you in the right direction.

You need to be engaged. We're not here to make decisions for you, we're here to give you the information and strategy to make smart decisions yourself. The clients who get the most value are the ones who take our advice seriously and show up to the partnership.

Perfect. We'll coordinate with them. Part of our value is making sure your entire financial team is aligned and working toward the same goals. We partner with your existing team, we don't need to replace them.

Absolutely. When someone pitches you a restaurant, a real estate deal, or a business opportunity, we help you vet it. We have a network of attorneys and CPAs who can provide due diligence before you write a check.

We don't prepare tax returns, but we coordinate closely with your CPA on tax strategy. We help with entity structuring, quarterly estimates, tax-loss harvesting, and making sure you're not leaving money on the table. If you don't have a CPA, we can connect you with one.

We guide the strategy and connect you with estate planning attorneys who can draft the documents. We make sure your wills, trusts, beneficiaries, and titling are all aligned with your goals.

We specialize in business exit planning. We help you structure your business to maximize value, minimize taxes, and transition smoothly. Whether you're selling to a third party, passing it to family, or taking it public, we'll help you plan for the outcome you want.

Yes. Many of our clients want help managing family finances, supporting parents, or teaching their kids about money. We can work with your family as part of our comprehensive approach.

We believe in long-term, tax-efficient, diversified investing. We're not stock-pickers or market-timers. We focus on asset allocation, cost minimization, and tax optimization.

Schedule a 30-minute introduction call. That's it. No pressure, no pitch—just an honest conversation about where you are and where you want to go.