Coaching-Driven Financial Strategy, Not Sales

Real Advice for Real-Life Complexity

If you make a high income, you’ve already realized something: money doesn’t simplify your life—it complicates it.

Should you max your 401(k)? Fund a 529? Buy another rental property? What about Roth limits, RSUs, or your income replacement plan? We help you quiet the noise—and make intentional decisions that support the life you want.

How We Work With Clients

We don’t start with products. We start with philosophy. Every client relationship begins with a Philosophy Conversation, where you can explore how you think about money—without pressure or spreadsheets. From there, if it’s a mutual fit, we guide you through a comprehensive process focused on long-term clarity, not short-term performance.

We coach high-income professionals through:

Clarity

Understanding how much is enough and why that matters

Coordination

Aligning your financial decisions with your values and long-term plan

Confidence

Giving you a strategy you understand—and can stick to

What’s Included in Our Process

Philosophy Conversation (No Cost)

A foundational, 60-minute conversation to explore financial beliefs and decision-making frameworks.

Application Process

If we both feel aligned, you’ll complete a detailed application to begin our full coaching process.

Financial Strategy Development

Income allocation and savings strategy Investment philosophy and portfolio design Risk protection and insurance review Roth and tax strategy optimization Cash flow planning and lifestyle alignment Legacy and estate considerations

Ongoing Coaching & Implementation

We work with clients through an upfront fee model and ongoing advisory. Whether through investment management or coaching retainers, we remain your partner—not your product pusher.

We’re Not for Everyone. And That’s On Purpose.

We serve a specific group: people who want to think differently about money. If you’re looking for someone to “beat the market” or sell you a product—we’re not your team.

But if you’re ready to:

Think proactively about your family’s future

Ask better questions (not just get quicker answers)

Be coached, not sold to

…then we should talk.

Start With a Conversation, Not a Commitment

We don’t ask for your financial data in the first meeting. We don’t follow up with high-pressure calls. We simply offer our best thinking—for free—and let you decide what happens next.