Looking out for our clients to make sure everything that is being implemented is getting them closer to their goal.


Giving meaningful purpose to each short and long term decision to make sure the best value is being identified.


Taking projects off of your plate giving you the ability to focus on big picture initiatives that aligned with your goals.


Being there when you need someone to vent to. Making sure you don’t feel alone in the development of your company.

Our Philosophy

In today’s day and age, infinite amounts of information continually strive to grab our attention. There is never a lack of opinions coming from people and the internet telling you what you should be doing. In the game that is Life- we sit there and wonder if we are putting all the pieces of the puzzle together correctly. More often than not, we are trying to fit all the pieces of information together without the faintest idea of what the picture on the puzzle box looks like. 

Between their family, business, vacation, philanthropic endeavors, social lives and religious aspirations, our clients have incredibly busy lives. Life is coming at them from all angles and yet they are still expected to make the correct decisions at every point, that have a direct impact on their entire picture. Truthfully it is exhausting. They are intelligent people, but time comes at a premium.

Our first priority is to be an advocate for our clients so that they may live their best lives. They get to define what that looks like from a personal, professional, financial and spiritual basis. Our role is to walk alongside our clients, in their business and personal lives, to determine what is helping them achieve those objectives and what is driving them further away. We become their thinking partner, their sounding board, the person they know is solely looking out for them and their best interests, while others are usually looking for something from them.

Our role is to help manage all of their business and personal relationships as well as get those relationships aligned with our client’s objectives, making sure their areas of expertise are not siloed. We can work with their existing team of professionals or start from scratch, and help them build a new team. Our intent is to get them to their objectives in the most efficient manner possible while enjoying the process. We don’t want our clients to have to go thru the challenges of life alone.

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How We Define Collaboration

Our intent is to not replace your team but to work with them.  We use both a static and dynamic approach to address our clients’ business and personal lives.

Our team will quarterback these tasks, ultimately allowing the business owners and executives to focus their time on what is most important to their role. We will ensure the entire team is working together to achieve the business and individual’s objectives (CPA, Attorney, Banker, Insurance Professional…)

Our team aims for our clients to make quick, informed & tactical decisions so that they can focus their efforts on the main challenges that require their attention.


Static Approach

Each work item is reviewed each year to ensure they are never out of date. Our team evaluates each item for their purpose and position in the clients’ overall strategy, thus maximizing the plan’s overall efficiency.

Key Employee and Compensation Planning –

Is your compensation structure for your key employees and executives structured in a way that incentivizes them to help your organization meet its goals?

Succession Planning and Business Buyout –

How are you positioning your business to ultimately transition to someone else inside or outside of your organization, and receive the most value?

Profit and Loss Review

Are you looking for trends, anomalies or opportunities to improve margins as you go through your Profit and Loss on a quarterly basis?

Tax Mitigation Strategies

Is your most important objective to pay the least amount in taxes now, or over the long term?

Asset and Liability Review

Are you treating both sides of the balance sheet with the same level of intentionality?

Benefits Planning

What is the purpose of these benefits, and are there specific employees it is meant to impact more than others?

Review of Debt –

Is your debt structured to make sure you are strategically paying the lowest amount of interest over the long run?

End of Year Planning –

What income or expenses do you want to retain in the current year, versus pushing out to the next year?

Cash Flow Review –

What trends or patterns can you see in your cash flow, and how do you utilize this to give you predictability for the future?

Dynamic Approach

These items are customized to each client and are dictated based on the specific goals of the company or individual. Tactical Strategies will be applied differently depending on the overall objective (Succession, Margins, Sale of Business, Compensation Planning, Tax Mitigation, Asset Protection, Expansion/Acquisition, Reduction of Inefficacies…)


Beliefs & Values

  • Belief that you have a greater purpose than the monetary
  • Belief that you will become better at life if you commit to ongoing development personally, professionally and financially
  • Belief that real growth occurs through transparency
  • Belief that all of this can be done while creating more joy in their life

Coming Soon!

Financial Education

Every month we will be providing virtual education on a variety of topics.