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What you'll leave with
A plan on one page, not a pitch.
No cost, no obligation, and nothing to prepare. We talk about your business, your family, and what you want the next ten years to look like. Then I put where you stand onto a single page and you keep it, whether or not we work together.
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Keep Reading
From the blog
September 17, 2026
The 1.5% to 2% Wealth Software Fee Owners Never See
Bundled wealth management platforms typically charge 1.5% to 2%+ of assets under management annually once you include the advisory layer, platform fees, and fund expense ratios. A standalone fee-only fiduciary usually charges 0.75% to 1.0% all-in.
Read MoreSeptember 15, 2026
How to Tell If an Advisor Really Coordinates Your Sale
Ask your advisor to show you a pre-close linked projection: a model that ties after-tax sale proceeds, your existing investable assets, and your annual retirement income need in a single year-by-year view. If they can produce one, they have done this before.
Read MoreSeptember 10, 2026
The S-Corp Salary Trap That Shrinks Your Retirement
A low S-corp salary cuts payroll tax but can cost far more in lost Solo 401(k) room and Social Security. Run the real numbers before you decide.
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