What We Do
Our clients engage us in order to
- More completely align how they spend their time, energy, and wealth with their deepest beliefs, aspirations, and life purpose
- Enjoy the luxury of having much more time and freedom to do what they want
- Protect and empower their family to achieve its full potential
We achieve these outcomes by
- Developing and overseeing the implementation of personally unique plans for:
- Optimizing and leveraging taxes
- Benchmarking essentials for major decision making
- Creating abundant passive income to make work optional
- Advisory team coordination and accountability
- Guiding our clients’ advisors in the implementation of strategies to minimize client tax burden now and throughout their lives
- Coordinating advisors and advocating for our clients during merger and acquisition planning and negotiations to ensure they are treated as fairly as possible, avoid unnecessary tax liabilities, and leverage the sale proceeds to their best possible advantage
Our Process
Professional Introduction
A trusted advisor identifies you have a potential tax opportunity we can help you realize.
Relationship Conversation
A brief presentation about what we do, how we work, and why it is important.
Opportunity Discovery
A in-depth conversation about your vision and goals, a precise evaluation of your current situation, and a tax opportunity forecast.
Relationship Agreement
Together we agree to the terms and shared time commitment for moving forward.
Your Twenty/Five ACTION Plan
A detailed plan for amplifying your life impact, fulfillment, and freedom.
Ongoing Optimization
Continuous concierge activity and ongoing opportunity conversations, performance optimization, and plan updates
Collaborative Implementation
Hands-on plan implementation and advisory team synchronization, oversight, and ongoing performance accountability.
