Financial Wellness Program

Financial Clarity.

Better Investments.

More Time.

A personalized financial wellness program for professionals and business owners 35+ who want to simplify their finances, reduce unnecessary fees, lower taxes, and strengthen their investments in 60 days or less.

You Have Been Working Hard. It’s Time For Your Finances To Do The Same.

Simplify Finances

Streamline your accounts, create a system, and clarify your goals.

Lower Taxes

Optimize tax-protected accounts, deductions, backdoor Roth conversions and QSBS.

Reduce Drag

Identify waste, lost interest, hidden investment fees, and lost opportunities.

Strengthen Investments

Gain access to public & private investments from across the globe.

Built for Stackers, Not Financial Tourists.

This program is designed for open-minded stackers who have earned well and lived below their means.

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This program is not designed for people looking for stock tips, market timing guidance, or get rich quick schemes.

This Program is a fit for:

  • A professional or business owner over 35.

  • Someone who has a minimum of $100,000+ in savings/investments.

  • A person who wants an independent opinion on their finances, advisor, or portfolio.

  • Interested in financial independence, flexibility, and more time.

  • Someone who may be tired of generic advice and product-driven recommendations.

A 5 Step Process in 60 Days or Less

Discover

We lay the foundation with your goals, current financial state, and family history.

Diagnose

We study your data to identify complexities, unnecessary fees, idle assets, tax inefficiencies, unfounded risk, and missing opportunities.

Design

We provide a list of improvements and suggestions to build upon your foundation.

Execute

We execute the opportunities that simplify your financial life, increase earnings, reduce drag, and strengthen your investments.

Support

We monitor and support your execution to ensure you reap the rewards for years to come.

What We Dive Into

  • Bank Accounts & Statements

  • Public & Private Investments

  • Credit and Debit Cards

  • Brokerage and Credit Union Accounts

  • Life Insurance & Annuities

  • Loans – Home, Car, 401k, Personal

  • Qualified Small Business Stock

  • 401k, Traditional IRA, Roth IRA,

  • HSA, FSA, 403B, 457B, 529s

  • Prior Year Tax Returns

  • SEP, TSP, solo 401ks

  • Backdoor Roth Conversions

  • Taxable vs. Tax-Advantaged Accounts

  • Investment Diversification & Closet Benchmarking

  • Crypto, precious medals, cash

  • Investment Strategies

  • Hidden Fees & Idle Cash

  • Real Estate, Startups, Micro-Caps

  • Charitable Contributions

  • Deductions & Depreciation

  • Mutual Funds vs ETFs vs ETPs