Advisory Waiting List
As clients complete onboarding, spots open up. Join the waiting list today.
Steps to Onboard
Designed so nothing slips through the cracks.
The Blueprint Consult
The Blueprint Consult follows your discovery call — once we've reviewed your situation at a high level, it's time to dive deeper. Guided by your questionnaire, we walk through each of these areas together:
Your family situation, how you handle finances together, income streams, and your five- and ten-year goals for family and work.
Operating businesses, side hustles, and ownership positions; how you compensate yourself; books, filings, and entity record hygiene.
Rentals and the entities that hold them, real estate professional status, home equity, 1031 exchange opportunities, and cost segregation candidates.
After-tax brokerage accounts and notes, precious metals, life insurance, and any holding company structure.
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.
Every retirement and health account across the household — IRA, Roth, HSA, 401(k) — plus self-directing opportunities, Roth conversions, and Solo 401(k) candidacy.
Whether you have a trust and whether your assets are actually titled into it; successor trustees, guardians, long-term care, and asset protection needs.
Vehicles, travel, meals, home office through an accountable plan, health insurance strategy, state and domicile planning, and charitable strategies.
How you handle money day to day, debt payoff strategy, saving cadence, college savings, and near-term property purchases.
Haven't had your discovery call yet? That's the best first step — book one and we'll look at your situation together.
Book Your Discovery CallQuarterly Advisory Services
Every onboarding includes access to our Quarterly Advisory Relationship — $250/month* — so your strategy never goes stale.
*Pricing reflects current rates and may increase as availability changes. See full pricing policy in the footer below.
The Network
As a client, you also gain access to our trusted network of experts — partners we've vetted so you always have the right professional in your corner.
The Onboarding Investment
Onboarding is a one-time fee based on your situation — and includes: your prior year tax return review, the Blueprint Consult, your customized Tax Strategy Plan, and access to the quarterly advisory relationship.
We keep onboarding intentionally small so we can serve each client well. As clients complete their onboarding, new spots open — and we reach out to the waiting list personally. No mass release, no scramble.
Joining the list is free and carries no obligation — it simply holds your place in line.
For individuals — holding companies included.
For clients with active operational businesses.
Not sure which tier fits? If you have an active operational business, Comprehensive is for you. If your income is W-2, investments, or holding companies, Individual is the fit. Either way, join the list — we’ll confirm the right tier together when your spot opens.
*Pricing reflects current rates and may increase as availability changes. Joining the waiting list holds your place in line — it does not lock in pricing. The rate in effect when you accept your onboarding invitation will apply. See our full pricing policy in the footer below.
Advisory Services Waiting List
Tell us where to reach you and you're on the list. As spots open, we'll reach out personally and send you a personal invite link.
A Final Word
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.