Integrated Financial Life Coordination & Planning,
for Successful Families and Business Owners.

Of course we do all the core financial planning work.
But we can do so much more. And financial planning is synergistic.
We specialize in truly Comprehensive Financial Planning.
Not selling financial products like investments, insurance, or mortgages. 
We spend almost all out time mastering personal, family, and business financial planning.
We take: Life Transitions, Business Planning, Exit Planning, College Funding, Legacy & Estate Planning and unify it all into 1 Life MAP.  A Master Action Plan to help us guide you through life, one step at a time, one page at a time.

If you are feeling trapped in a Business, have weak staff, low margins, or financial hardships; you probably need some advice to get your ship together.
If you are dealing with to complexity of family in business, have high customer concentration, or a large network of dependents; you probably need some education to get to the next level.
If you are within 7 years of exiting, you need to; educate yourself on all your options, increase your value, and reduce your risk… to be ready to sell on your own terms.

Exit Planning; Business Strategy & Financial Planning
Good business strategy is about creating value today, that can be fully harvested in the future.

A clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital.
Helps support margin growth, efficient systems, and effective processes.
Contributes to a strong management team and solid employee culture of team players, not just a players.
Works toward that strong competitive edge, that the market can see. Crates a culture of execution toward financial stability and a very comfortable lifestyle.

  • Are you experiencing commoditization?
  • Does your family say you are working too hard?
  • Do you have trouble managing your cash flow?
  • Do you need some help with Marketing, Advertising, Prospecting, and Social Media?
  • Are you frustrated with lagging, customers, billing and overhead?

Are you: paying off loans,  signing large contracts, growing a family, buying a house, saving for your kid’s college, building a career, planning for a “work optional” future?

We help you with every area of your financial life.
We help you figure out where you want to go.
How to align all the competing goals and roles.
What estate planning you need, and what you don’t.
How to teach your kids about money.
With the emotional and financial toll of Caregiving and Family Assistance.
With reducing debt to get better savings levels.
And even the easy stuff like investments and insurance.

We help you find the right questions, make wise decisions, reduce stress, and help you get there.

  • Do you know what the best asset to invest in is? It’s you.
  • Do you have a map for your family, finance, and profession?
  • Do you know what planning is critical and what you can do later?
  • Do you know how to prevent lifestyle creep from derailing your goals?
  • Are you tired of investment and insurance “advisors” that just want to sell you products?

What do you do when you will not reasonably spend all of your wealth?
One thing you can do is make your legacy intentional.
Our clients often want to:
Leave children “enough” money, but not too much.
Leave legacies for children and community.
Crystallize their thoughts about the financial and legacy values they wish to leave behind.
Teach children to be good stewards of the financial wealth they will receive.

  • Being a good Steward to heirs & community
  • Spending the right way about to feel fulfilled.
  • Protecting their wealth from lawsuits, etc.
  • Protecting family from being destroyed by the weight of wealth.
  • Dealing with the challenge of “wealth differentials”, that can amplify conflict or isolation from family and friends.

Are ALL of your assets being planned for together?
Do you know how much your timber is worth?
Are you paying to much for insurance? Do you not have enough?
Do you know where the weak points are in your trust, and estate planning?
Do you know how to protect your assets from creditors and litigation?

We help you with every area of your financial life.

We help you find the right questions, make wise decisions, reduce stress, and help you get there.

  • Do you know what all your assets are worth?
  • Do you have a diversified portfolio or diworsified?
  • Do you know which alternative investment are safe?
  • Do you know which assets are giving you the best return on risk?
  • Are you tired of investment advisors that want you to sell your real-estate, farmland, or timber?

We continue to offer the public Advanced Education Planning, because we care about kids and families.

  • What do you do when you cant afford the college you student is set on?
  • How do you find the right college fit; academically, socially, spiritually, and financially?
  • How do you get school advice when most schools only have Guidance Counselors, not even trained College Counselors?
  • How do you get real finance advice, when even most Certified Financial Advisor®s and Certified Public Accountants know very, very little about education?
  • How do you steer through the complexity of family, money, college and retirement without a guide? 
We only have so many first class seats, on this private charter.
This one stop shop is: broad spectrum, full continuum advice for; Very-High Net-Worth and Ultra-High Net-Worth Families.
Appropriate service levels for family net worth:
  • Platinum Concierge: Approx 50 to 100 Million in net worth
  • Gold Governance: Approx 25 to 50 Million in net worth
  • Silver Lifestyle and Legacy: Approx 10 to 25 Million in net worth
  • Black Label Oversight is available from 5 to 10 Million net worth

Comprehensive Coordination, Oversight, Planning

  • Total Wealth Management Oversight
  • Family Governance
  • Lifestyle Management
  • Advanced Risk Management
  • Concierge Services

We love helping successful people like you, and the the people you love. We help you pass on your wealth, traditions, values, and wisdom to (and through) the next generation.

Partnership with a professional helps you preserve more of your history, family harmony, and the character necessary to build wealth… so that your hopes can become your legacy.  

We only get paid fees, by our clients: for Planning, Advice, Accountability & Oversight. 
Our ideal clients are successful families, who are committed to pursuing financial & life well-being
We only accept 50 ideal clients per advisor; so that, we can give the professional service our clients deserve. 
Giving you the right type of advice, at the right time, in the right amount.

Our ideal client service is simple: planning, coordination, oversight, and protection of your entire financial life. 

We help you protect and plan for all the people, and things, you love.

Your College Bound Teen
Your Partner
Your Mother
Your Land & Property
Your Adult Kids
Your Business

Our collaborative financial planning is as deep and comprehensive, as our advice agility is wide. That means giving you the right type of advice, at the right time, in the right amount.  We help you figure out, coordinate, and keep on top of everything in your financial life.

Our job is to be a guide in a changing landscape. We help you make the wisest decisions possible, in the face of irreducible complexity.  

Life happens, and we wish we had a crystal ball- but we haven’t been able to find one yet. What we do have, is a collaborative network of real professionals that work hard, specialize, and raise the bar. Very often we have to say “I don’t know, but I will find out for you.” 

We just don’t know everything about finance, but we usually know someone who does.  So we work hard with you to find the right questions, and then go get the right answers for you. We may not even be the right primary advisor for you, but we will try to help you find the person who is.

Learn more about our Integrated Financial Life Planning here.

Learn more about Comprehensive Financial Planning here.