The Path Forward!

INTERESTED IN WORKING WITH US?

Here are the next steps:

Long-Term Advice

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

  • Reale state Purchase Planning

  • Realestate 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

  • 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 Acquisition Planning

  • Cost Segregation

  • 1031 Exchange

  • Lifestyle Decision Planning

  • Exit Planning

  • Business Acquisition Planning

  • Asset Protection Planning

  • Ongoing Management & Rebalancing (optional)

STEP #1: Book A Discovery Call

This is a complimentary Zoom Session. Think First Date. You, Family, Unique Financial Needs, Expectations (both sides)

Then decide if its a good fit to use our GPS Method to assist you to financial freedom promise land.

STEP #2: SIGN MEMBER AGREEMENT LETTER

We will send you a Member Agreement Engagement document for Signature, once signed we will schedule the "Kickoff" Meeting

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 goal set for our first year together.

STEP #4: Data Gathering


We will review all data for accuracy, discuss current spending, savings allocations and habits. This is the boat launch off into the harbor.

STEP #5: Plan Presentation

During this meeting we put all the pieces together and finalize the blueprint and plan. we will also schedule our next meeting 30 days out for review.

STEP #6: Follow Up and Implementation

Here we guide you like a sherpa going up Everest. We hold your hand and answer any questions you may have about your plan. 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) We adjust and pivot where needed. You have unlimited access for phone, email and virtual meetings.

Please fill out the form and we will contact you in turn:

We can't wait to learn more about you.

Fill out the form above and we will be in touch within 48 hours.

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