INTERESTED IN WORKING WITH US?

Here are the nest steps:

HIGH-EARNERS

No fish to small, we are more interested in those who desire to be free than income levels.

  • Cash Flow Planning

  • Tax Planning

  • Trust and Estate Planning

  • Real estate Purchase Planning

  • Real estate Profession Status Planning

  • Investment Planning

  • Insurance Planning

  • Disability Insurance Planning

  • Debt Payoff Planning

  • Risk Management Evaluation

  • Employee Benefits Analysis

  • Retirement Planning

  • Lifestyle Decision Analysis Planning

  • Ongoing Management and Adjusting (optional)

BUSINESS OWNERS & SOLO-PRENEURS

Businesses of all shapes and sizes.

  • Cash Flow Planning

  • Asset Protection Planning

  • Trust and Estate Planning

  • Advanced Tax Planning

  • Investment Planning

  • Education Planning

  • Insurance Planning

  • Disability Insurance Planning

  • Debt Payoff Planning

  • Risk Management Analysis

  • Retirement Planning

  • Real Estate Purchase Planning

  • Cost Segregation

  • 1031 Exchange

  • Lifestyle Decision Planning

  • Business Buying/Selling Planning

  • Ongoing Management & Rebalancing (optional)

STEP #1: Book A Free Discovery Call

This is a complimentary Virtual Meeting. (Think First Date) You, about the family, unique financial needs. Expectations (both sides) Then decide if its a good fit to mover forward and start "The GPS Method" to assist you into the financial freedom promise land.

STEP #2: SIGN MEMBER AGREEMENT LETTER

We will send you a Member Agreement Engagement letter/document for signature, once signed we will schedule the kickoff meeting for "The GPS Method."

STEP #3: KICKOFF MEETING

This is your first official meeting as a member of our Virtual Family Office. We will deep dive into who you are, what values you have, and where you want to go in your personal finances.

STEP #4: GPS METHOD DATA


We will review all data for accuracy, discuss current spending, savings allocations and habits. This is the boat launch off into the harbor before we set sail to financial freedom.

STEP #5: GPS MEthod Setup

During this meeting we put all the pieces together and finalize the blueprint and plan. We will also schedule our next meeting.

STEP #6: Follow Up and Implementation

We hold your hand and answer any questions you may have about "The GPS Method." We also put you on the calendar for our 90 day calibration meetings. (every 90 days we meet with you for the rest of your life) You have unlimited access for phone, email and virtual meetings.

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