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Schedule your
Get Acquainted call
We serve…
Business
owners
With complicated taxes and business structures
$500k+
earners
Who suspect they’re leaving money on the table
Partnership-minded people
Who want detailed one-on-one guidance from a professional
How it works
Step 1
20-minutes to get acquainted
We’ll determine if we’re a mutual fit. This call helps us both decide if we’re right for each other.
Step 2
1-hour financial X-ray
Meeting where it works for you, I’ll analyze your current situation with the obsessive detail my clients value. You’ll leave with zero guesses about where you stand and what needs fixing.
Step 3
Your custom game plan
I’ll deliver a detailed plan addressing your specific challenges—whether it’s overpaying taxes, using the wrong business structure, or balancing present lifestyle with future security. All with transparent fees explained upfront.
Step #1: Schedule 20 minutes to get acquainted
I’m not the advisor for everyone.
So there is one last step: Think about it!
Choosing someone to manage what you’ve built can feel like a leap of faith. I want us both to feel we’re a mutual fit before working together. If not, no worries — we’ll gladly introduce you to the right person and part ways as friends.
