Tax-Smart Financial Planning for High-Income Professionals and Business Owners
Reduce Taxes. Build Wealth. Achieve Your Goals.
We specialize in advanced tax planning and goal-driven financial strategies for individuals with stock options, small businesses, rental properties, and retirees.
Who We Work With
We specialize in working with individuals and business owners who need advanced tax planning and goal-focused financial strategies. If you fall into one of these categories, we can help you optimize your financial future.
Professionals with Stock Options
Navigating equity compensation can be complex.
We help you:
- Develop a tax-efficient strategy for RSUs, ISOs, and NSOs
- Avoid costly tax mistakes and optimize your stock sales
- Reduce your tax burden on capital gains and AMT exposure
- Create a plan to integrate stock compensation into long-term wealth-building
Rental Property Owners & Real Estate Investors
Owning real estate can be a great wealth-building tool – but only if you manage it tax-efficiently. We help you:
- Maximize tax benefits with depreciation, 1031 exchanges, and cost segregation
- Reduce taxes with passive income strategies and real estate professional status (REPS)
- Structure properties for asset protection & estate planning
- Plan for long-term rental income and capital gains optimization
Small Business Owners & Entrepreneurs
Your business is your biggest asset – make sure it’s working for you.
We help you:
- Implement tax-saving strategies (S-Corp elections, deductions, retirement plans)
- Optimize cash flow & business structure for financial growth
- Plan for exit strategies, succession, and wealth preservation
- Reduce self-employment taxes and maximize business deductions
Pre-Retirees & Retirees
Retirement should be stress-free, but taxes can take a big bite out of your savings. We help you:
- Develop a smart withdrawal strategy to minimize taxes on retirement accounts
- Reduce Required Minimum Distributions (RMDs) using Roth conversions & tax-efficient planning
- Create an income plan that balances taxes, Social Security, and investments
- Implement estate planning strategies to protect your wealth for future generations
How We Work Together
We provide comprehensive, ongoing financial planning designed to reduce taxes, grow wealth, and keep you on track toward your financial goals. Here’s what you can expect when working with us:
Start with a Comprehensive Financial Plan
Every client relationship begins with a deep dive into your financial life to build a clear, personalized strategy.
We take the time to understand your goals, priorities, and challenges
Assess where you are today and map out a plan to get you where you want to be
Develop a clear action plan with a step-by-step strategy, milestones and a timeline
This financial roadmap provides clarity and confidence, giving you the tools to make informed decisions with a plan designed to reduce taxes, build wealth, and protect your future.
Ongoing Partnership & Regular Check-Ins
Your financial plan isn’t static—it evolves with you. We work with you continuously to ensure you stay on track:
April Planning Meeting – Refresh your financial plan, update goals, and adjust action items
Check-Ins: We will regularly check in with you between our meetings to ensure progress on your action plan, address any roadblocks, and adjust as needed
October Tax Planning Meeting – Deliver a customized tax plan with strategies to reduce your tax bill
Ongoing Support – Life changes? Job transition? Stock option vesting? We’re here whenever you need us
We don’t just create a plan and send you on your way—we provide guidance and accountability to ensure you’re making progress year after year.
Flexible, Proactive Financial Guidance
Life doesn’t happen on a schedule, so we make ourselves available when you need us.
Unlimited support via phone, email, or in-person meetings
Proactive monitoring of tax opportunities, stock options, benefits, insurance, estate, and investments
Strategic adjustments when life changes happen—because your financial plan should adapt with you
We’re not just here for your investments—we’re your go-to partner for all things financial.
Transparent Pricing for Premium Financial Planning
We believe in straightforward pricing with no hidden fees. Our comprehensive financial planning + tax preparation service is $7,800 per year—designed for individuals who want expert guidance, advanced tax strategies, and ongoing accountability.
Flat Fee. No Surprises.
Includes Full Tax Preparation for Personal Returns
No Requirement to Move Assets—Self-Managing is Welcome
What You Get:
With this annual fee, you receive:
- A personalized financial plan built around your goals and priorities
- Advanced tax planning strategies to reduce your lifetime tax bill
- Two in-depth planning meetings per year (April & October)
- Quarterly action items to keep you progressing toward your goals
- On-demand support & accountability check-ins
Why Work With Us?
- Cut your tax bill with proactive strategies that save you money
- Turn your income into long-term wealth with a financial plan
- Maximize stock options, business profits, and real estate investments
- Stay accountable with a financial plan that evolves with you—so you never feel lost
Want Investment Management? We Offer That Too.
For clients who prefer hands-off investing, we offer investment management at just 0.5% AUM. But there’s no requirement to move your assets—you can self-manage if you prefer.
Free 30-Min Phone Call
Our introductory phone call is designed so you can learn more about us and we can learn about you and what made you seek out a financial planner. No hard pitches or pressure, just a simple phone call.
Two Meeting Process
After our phone call, if you like what you hear, we will schedule a longer (1 hour) meeting to find out even more about you. Only after this longer meeting will we ask you to come onboard to start your financial planning journey.
Answers to Your Questions
Why do you charge a monthly subscription fee?
We never stop working for you. We are constantly monitoring your progress towards your financial goals and making recommendations to help your overall financial picture. We also understand your situation changes all of the time, so we will need to change with you. With our monthly subscription, you have year-long access to us. Don’t wait until our next meeting if you have a question, pick up the phone or shoot us an email.
Do you work in person or virtually?
We work virtually with all of our clients. This allows us to work with clients all over the United States. We have clients ranging from California to Florida, Maine to Texas.
Will you handle just investments?
No, we will not manage investments if you are not working with us on an ongoing basis with financial planning. We do not feel comfortable making investment recommendations when we don’t have a full picture of your finances.
Do I have to bring my investments over to you?
You do not have to bring over any investments to us, we are happy to have you self-manage if you prefer. If you would like us to manage your investments, we charge a flat 0.50% on AUM.