Working With us

Your Financial Independence Roadmap™

Your complimentary Financial Independence Roadmap gives you a path to financial freedom. Find out how close you are to your financial goals and what you can do to accelerate your progress. 


A personalized assessment that shows you how to improve your chances of financial success before paying us a single dollar.


To get a head-start on your eventual exit plan, help you evaluate the value of our services, and make an informed decision about whether we’re the right financial advisor to help you meet your goals.


Small business owners who have accumulated investable assets of at least $500,000 and are looking for a path towards financial independence.

Our Discovery Process

1. Schedule A Call

A 20-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn't see a Cardiologist if you needed foot surgery!

Click here to schedule your initial phone call.

2. Team Meeting

Like a doctor, it's important to diagnose before we prescribe. The next step is a meeting with our team (in-person or virtually). During this 1-hour meeting, our team will get crystal clear on your retirement goals, needs, and concerns.

3. Review Assessment

With your Financial Independence Roadmap™ complete, we will have another 1-hour meeting to review our findings and recommendations. In plain English, we will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.

Think about it!

At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren't a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."

Still have questions? Contact us anytime.