Advisory
“Where there is no guidance the people fall, but in an abundance of counselors there is victory.” — Proverbs 11:14
The pilot is full — the waiting list is open, and spots open as clients complete onboarding.
The Advisory Relationship
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:
The Blueprint Consult
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 a comprehensive Blueprint plan where we walk through each of these areas together:
Your family situation, how you handle finances together, income streams, and your long-term 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 Roadmap Call yet? Start there →
Quarterly Advisory Services
Every onboarding includes access to our Quarterly Advisory Relationship — beginning at $250/month* — so your strategy grows as you compound your wealth.
*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:
For individuals — holding companies included.
For clients with active operational businesses.
*Pricing subject to change. See full pricing policy in the footer below.
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.