--- title: Advisory | Pinpoint Precision description: Our advisory practice — the Blueprint Consult, your customized Tax Strategy Plan, and an ongoing quarterly advisory relationship. Onboarding is by waiting list. --- [![Pinpoint Precision](https://www.pinpointprecisionllc.com/hubfs/PP-Text-Transparent.png)](https://www.pinpointprecisionllc.com/?hsLang=en) [Home](https://www.pinpointprecisionllc.com/?hsLang=en) [Advisory](https://www.pinpointprecisionllc.com/advisory?hsLang=en) [Tax & Accounting](https://www.pinpointprecisionllc.com/tax-accounting?hsLang=en) [Structures](https://www.pinpointprecisionllc.com/structures?hsLang=en) [Live Calls](https://www.pinpointprecisionllc.com/live-calls?hsLang=en) [Resources](https://www.pinpointprecisionllc.com/resources?hsLang=en) [Book a Call](https://calendly.com/jordan-pinpointprecisionllc/roadmap_call) ☰ [Home](https://www.pinpointprecisionllc.com/?hsLang=en) [Advisory](https://www.pinpointprecisionllc.com/advisory?hsLang=en) [Tax & Accounting](https://www.pinpointprecisionllc.com/tax-accounting?hsLang=en) [Structures](https://www.pinpointprecisionllc.com/structures?hsLang=en) [Live Calls](https://www.pinpointprecisionllc.com/live-calls?hsLang=en) [Resources](https://www.pinpointprecisionllc.com/resources?hsLang=en) [Book a Call](https://calendly.com/jordan-pinpointprecisionllc/roadmap_call) Advisory # Plan and build with an Advisor at your side. *“Where there is no guidance the people fall, but in an abundance of counselors there is victory.”* — Proverbs 11:14 [Join the Waiting List](https://www.pinpointprecisionllc.com/advisory#pricing)[Book Your Roadmap Call](https://calendly.com/jordan-pinpointprecisionllc/roadmap_call) The pilot is full — the waiting list is open, and spots open as clients complete onboarding. The Advisory Relationship ## What are Advisory Services? Advisory Services are rooted in relationship — designed for intimate conversations about your specific financial, estate, and tax strategies. We like to break it down into four simple steps: 1. **Join the Advisory Onboarding Waiting List** When your spot opens we'll reach out. After your purchase, you'll receive a Master Engagement Agreement and Statement of Work to sign. You'll then be directed to our comprehensive questionnaire and upload your documents through our secure client portal. 2. **The Blueprint Consult** Once we've developed a rough draft of your Tax Strategy Plan we schedule your Blueprint Consult: a 60–90 minute walk through to review every part of your tax and wealth picture — the deep dive that produces a customized plan for the months and years ahead. 3. **Tax Strategy Plan** Once the meeting is complete we deliver a tangible Tax Strategy Plan customized to your situation with simple, easy to understand steps to implement. Let's render to Caesar **only** what's due. 4. **Quarterly Advisory Services** After we establish a firm foundation, our Quarterly Advisory Relationship can begin. We'll help keep you accountable for each of your steps with reminders and check-ins so you're meeting your goals and perfectly positioned for our next meeting. We're not just here to advise, but to encourage and equip so you can accomplish what the Lord is calling you to do. The Blueprint Consult ## Every piece working into one plan The Blueprint Consult follows your Roadmap Call — once we've reviewed your situation at a high level, it's time to dive deeper. Guided by our extensive questionnaire, we lay out your preliminary Tax Strategy Plan where we walk through your individual strategies we see available to you. We take into account all areas of your financial picture: Foundation ### Family & Goals Your family situation, how you handle finances together, income streams, and your long-term goals for family and work. Business ### Work & Businesses Operating businesses, side hustles, and ownership positions; how you compensate yourself; books, filings, and entity record hygiene. Property ### Real Estate Rentals and the entities that hold them, real estate professional status, home equity, 1031 exchange opportunities, and cost segregation candidates. Portfolio ### Investments & Assets After-tax brokerage accounts and notes, precious metals, life insurance, and any holding company structure. Digital Assets ### Crypto & Digital Assets Positioning each holding in the right container — personal, business LLC, or IRA LLC — **before** price appreciation hits, not after. Capital gains treatment, liability protection, and tax-free or tax-deferred growth. Accounts ### Retirement & Health Every retirement and health account across the household — IRA, Roth, HSA, 401(k) — plus self-directing opportunities, Roth conversions, and Solo 401(k) candidacy. Legacy ### Estate, Trust & Protection Whether you have a trust and whether your assets are actually titled into it; successor trustees, guardians, long-term care, and asset protection needs. Strategy ### Deductions & Tax Strategy Vehicles, travel, meals, home office through an accountable plan, health insurance strategy, state and domicile planning, and charitable strategies. Stewardship ### Financial Health & Goals How you handle money day to day, debt payoff strategy, saving cadence, college savings, and near-term property purchases. Haven't had your Roadmap Call yet? [Start there →](https://www.pinpointprecisionllc.com/structures#get-started) Quarterly Advisory Services ## The Ongoing Relationship Every onboarding includes access to our Quarterly Advisory Relationship — **beginning at $250/month\*** — so your strategy grows as you compound your wealth. Quarterly Strategy Meetings A holistic review of the past 3 months to strategize and plan for the next 3. Tax Strategy Plan Multiple options for implementation. Client-Only Monthly Zooms Access to our exclusive client-only monthly Zoom calls. \*Pricing reflects basic rate for Quarterly Advisory Services. Rates may vary client to client based on individual needs and services requested. Individual quotes provided once onboarding is complete. See full pricing policy in the footer below. Advisory Onboarding Ready to execute your plan with pinpoint precision and accuracy? Select your package below: Advisory Onboarding · One-Time Fee #### Individual For individuals — holding companies included. No real estate beyond a home you only live in. $1,997\* - Prior year tax return review - The Blueprint Consult — your 60–90 minute deep dive - Holding company review — structure, funding, operation education - Personalized Trifecta - Customized Tax Strategy Plan - Access to the Quarterly Advisory Relationship beginning at $250/month [Join the Waiting List](https://www.pinpointprecisionllc.com/onboarding-waiting-list?hsLang=en) Advisory Onboarding · One-Time Fee   #### Business & Individual For clients with active operational businesses. $2,997\* - Everything in Individual Onboarding - Review of your operational business — compensation, books, filings, and entity hygiene - Business-level strategy built into your Tax Strategy Plan - Access to the Quarterly Advisory Relationship beginning at $250/month [Join the Waiting List](https://www.pinpointprecisionllc.com/onboarding-waiting-list?hsLang=en) If you own real estate other than a home you only live in — anything you rent, even for part of the year, anything you hold to sell or to use in a business, and any land, whether in your own name, in a trust or in a company — your plan is built under Business & Individual Onboarding. Real estate adds a layer to the plan, and that is where we account for it. \*Pricing subject to change. See full pricing policy in the footer below. A Final Word ## Answering the Call What we're building is bigger than a tax practice — it's a real relationship with people called to serve and build. If this resonates with you, join the waiting list. We'd be honored to help you steward well. Proverbs 21:5 “The plans of the diligent lead surely to abundance.” [Book a Call](https://www.pinpointprecisionllc.com/#roadmap) [Explore Tax & Accounting](https://www.pinpointprecisionllc.com/tax-accounting?hsLang=en) ![Pinpoint Precision](https://www.pinpointprecisionllc.com/hubfs/PP-Text-Transparent.png) [YouTube: @Pinpoint-Precision](https://www.youtube.com/@Pinpoint-Precision)  ·  [info@pinpointprecisionllc.com](mailto:info@pinpointprecisionllc.com) [Privacy Policy](https://www.pinpointprecisionllc.com/privacy-policy?hsLang=en) · [Terms of Service](https://www.pinpointprecisionllc.com/terms-of-service?hsLang=en) All communication is for educational use only. No client relationship is created without a signed engagement agreement. Structure · Stewardship · Growth **Pricing policy:** Pricing shown reflects current rates at the time of publication. Pinpoint Precision reserves the right to modify pricing for any service at any time, without prior notice. Placement on a waiting list holds your place in line only — it does not constitute enrollment, guarantee availability, or lock in pricing.