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Your Free Financial Assessment
A 3-step process showing how you can lower taxes + uncover hidden wealth-building opportunities.
Finish Your Survey and Schedule A 20-Minute Call
Click here to complete our pre-meeting questionnaire. This helps us to ensure we have all the data we need to answer your questions. It shouldn’t take more than 5 minutes for you to finish it.
Once you’ve finished our survey, click here to schedule our meeting.
Expect us to call you after you’ve scheduled our appointment to review the data and make sure we know what questions you have in preparation. This way, we’re prepared to answer all of them (and probably a few you didn’t know you had).
Similar to a doctor, we believe in diagnosing before prescribing. In this crucial 1-hour meeting, either in-person or virtually, our team will gain deep insights into your financial goals, needs, and concerns. This clarity will lay the foundation for personalized solutions.
After completing your financial Assessment, we will invite you to another 1-hour meeting to discuss our findings and recommendations. Using plain English, we’ll guide you through practical strategies to optimize your equity compensation, investments, and tax reductions. Together, we’ll build a plan that empowers you to make work optional.
Think About It!
At the end of this process, we simply ask you to think about it. We prioritize forging long-term relationships over quick transactions. If you feel we’re not the perfect fit, we’re more than happy to assist you in finding another professional with the right expertise. We never resort to hard-selling or apply pressure to say “yes.”
With this revised version, your copy maintains a confident and easy-to-read tone while emphasizing the benefits of your services. It also encourages potential clients to consider your offerings without feeling obligated to make an immediate decision.
We only accept 5 new clients per month as the work we do as we get started is substantial.
Click on the chart below to schedule, now.