We work with established small business owners who are making real money and watching too much of it leak. We design the tax-efficient structure, the entity strategy, and the cash flow architecture that turns revenue into wealth you actually keep.
Book Your Blueprint IntensiveStrategic wealth advisory. We educate. You decide. Your licensed professionals execute.
We work in tiers because not every business needs the same depth. Start at the discovery call or the Blueprint Intensive, and ascend as the work calls for it.
Free
A 30-minute conversation. You name the problem. We tell you which rung fits.
$1,497
A 90-minute founder intensive plus a written 30-Day Action Plan and CPA Coordination Letter.
$5,000/yr
A year of advisory work. Quarterly sessions, ongoing implementation support. By application.
$20,000/yr
Monthly sessions, direct access, coordination with your licensed professionals. By invitation.
A 90-minute founder intensive. A written 30-Day Action Plan. Two follow-up implementation calls. A CPA Coordination Letter we send to your CPA so the architecture gets implemented.
We take six Blueprint Intensives per month.
Book Your Blueprint IntensiveWe educate. You decide. Your licensed professionals execute.
The Blueprint Intensive shows you the architecture. Strategic Advisory is what keeps it alive. A year of structured advisory work where the strategy compounds across quarters.
Upgrade credit: $1,000 of the Blueprint fee applies to your first quarter if you upgrade within 90 days.
Request an InvitationFor the business with the complexity to need someone inside the architecture, not adjacent to it. Twelve months of monthly sessions, direct access, and coordinated work with your licensed professionals.
Some engagements need a different shape, for clients whose needs are specific, time-bound, or sector-driven.
For entrepreneurs building wellness brands, side businesses, or product-based wellness operations.
InquireEducational sessions for peer groups, masterminds, industry associations, and teams. Keynote, half-day, and full-day formats.
InquireScoped flat-fee engagements for owners with a specific question or a particular structural piece.
InquireMost clients enter here. You leave with the Blueprint, a written 30-Day Action Plan, and a CPA Coordination Letter so the work actually gets implemented.
Book Your Blueprint IntensiveWe listen, you talk, we tell you which rung fits. No fee, no obligation.
Free 30-Minute Discovery Call