Step 1

Owner Wealth Plan

We start with your Owner Wealth Plan — a structured, six-pillar planning engagement designed to bring clarity to your entire financial picture before and after a major liquidity event. 
You’ll leave with:

  • A red / yellow / green view across all six pillars
  • Your after-tax “enough” number
  • Key risks and planning gaps
  • A prioritized 90-day action plan
  • A 12-month roadmap

Professional planning engagement: $5,000.
Often waived or credited for clients introduced by key advisors or those who engage us for ongoing stewardship.
 

Step 2

Ongoing Stewardship

Once the plan is in place, execution becomes the priority.
We manage your investments in the context of your full financial picture, coordinating across:

  • Portfolio construction and rebalancing
  • Liquidity planning and cash flow
  • Tax-aware investment decisions
  • Estate and risk alignment
  • Coordination with CPAs, attorneys, and other advisors
  • Monitoring major business and life changes

Investment management isn’t separate — it’s the engine that powers everything else.

Fees
Ongoing stewardship is billed as a percentage of assets under management, starting at 1.00% and declining as assets grow, with a $12,000 minimum annual relationship. Your exact fee is outlined in writing before you decide to engage.

Cadence
Quarterly reviews, plus ongoing access as needed.

Process FAQs

  • How long does the Owner Wealth Plan take?

    Typically 2–4 weeks from first call to completed Owner Wealth Plan, depending on complexity and scheduling.

  • Do you replace my existing advisors?

    No. We coordinate with them. Your CPA, attorney, and other advisors remain critical—we just help align everyone.

  • What happens after the plan is built?

    You’ll have a clear roadmap. From there, you can implement with us, on your own, or with your existing team. Ongoing Stewardship is for clients who want us to manage investments and coordination over time.

  • How long does the wealth plan take?

    Typically 2–4 weeks from first call to completed plan, depending on complexity and scheduling.

  • What happens after the wealth plan, and will I have to change my existing advisors?

    You’ll have a clear roadmap across taxes, estate, cash flow, business, and investments. From there, you choose one of three paths:

    • Implement it yourself
    • Implement it with your current CPA, attorney, and other advisors
    • Engage us for ongoing stewardship, where we manage investments and coordination over time

    You don’t have to change existing advisors to work with us. Some clients do consolidate more with us over time, but that’s always your decision.

  • How do you handle changes over time?

    Your plan isn’t static. As your life, business, and the markets evolve, we revisit and adjust the plan, update your portfolio and structures, and coordinate with your other advisors so everything stays aligned.