Not ready for a full engagement? Get the strategic clarity you need with a focused, one-time deliverable. Expert analysis. Actionable recommendations. No ongoing commitment required.
Every engagement includes a written strategy document you own forever.
Three steps. One deliverable. Complete clarity.
30-minute conversation to understand your situation, goals, and which strategy engagement fits your needs.
We gather your data, run the numbers, and build a comprehensive strategy document with actionable recommendations.
60-minute presentation of your findings, recommendations, and next steps. You walk away with a written plan you own.
A la carte gives you the blueprint. Full engagement gives you the team that builds it.
Strategy Only
Strategy + Execution
Many clients start with an a la carte engagement and upgrade to a full relationship after seeing the value of integrated planning.
Each engagement produces a written strategy document with actionable recommendations. Pick the one that matches your most pressing need.
A comprehensive analysis of your current tax position with actionable strategies to reduce liability across personal and business income.
Ideal for: Business owners and executives with $500K+ income seeking proactive tax reduction strategies
Evaluate your current entity structure, owner compensation, and distribution strategy to ensure tax efficiency and liability protection.
Ideal for: Founders and business owners unsure if their entity structure is optimized for their current revenue stage
A strategic evaluation of your business's readiness for sale, transition, or succession — with a roadmap to maximize value and minimize tax impact.
Ideal for: Founders planning to sell, transition, or bring on partners within the next 1–7 years
A full review of your personal and business insurance coverage to identify gaps, redundancies, and opportunities for better protection at lower cost.
Ideal for: Business owners and high-income professionals who haven't reviewed coverage in 2+ years
A strategic review of your estate plan to ensure your assets transfer efficiently, your family is protected, and your wishes are documented.
Ideal for: Families with $2M+ net worth who need to update or create a comprehensive estate strategy
A detailed mapping of your income sources, expenses, savings rate, and deployment strategy — designed to maximize wealth accumulation and liquidity.
Ideal for: High-income earners who feel they should be building wealth faster than they are
An independent analysis of your current investment holdings, allocation, fees, and performance — with recommendations for optimization.
Ideal for: Anyone with $500K+ in investable assets who wants an objective second opinion on their portfolio
A deep analysis of your total compensation package — equity, deferred comp, benefits — with strategies to maximize every component.
Ideal for: Corporate executives with complex equity compensation who want to optimize vesting and exercise decisions
We can bundle multiple strategy engagements into a comprehensive financial review — covering tax, estate, risk, cash flow, and investments in one coordinated analysis. This is the closest thing to a full engagement without the ongoing commitment.
Schedule a Discovery CallA la carte engagements deliver strategic analysis and recommendations. We tell you what to do and why — but implementation, ongoing coordination, and advisor management are part of our full engagement model.
Every engagement produces a written strategy document that's yours to keep. Take it to your CPA, attorney, or existing advisor — or let us help you implement it through a full engagement.
If you decide you want ongoing CFO oversight, advisor coordination, and implementation support, your a la carte engagement fee applies toward your first year's retainer.
Every recommendation is backed by Fortune 500 infrastructure, fiduciary standards, and a team of specialists — not a solo advisor working from a home office.
One conversation. One deliverable. No pressure. No commitment. Just strategic clarity from a team that does this every day.