Most financial services focus on what you should buy. We focus on how you should structure everything. The difference determines whether you build wealth or just accumulate assets.
Financial Structure Audit
$1,847
We map your complete financial structure: entity types, tax position, income streams, asset protection, wealth preservation strategies. Most people discover they're losing $15,000-$40,000 annually through structural inefficiencies alone.
What you get: A 40-60 page analysis of your current financial architecture, identification of inefficiencies, estimated annual cost of current structure, and prioritized recommendations for improvement.
Timeline: 2-3 weeks from initial consultation to final report.
Best for: Anyone earning over $120,000 who suspects their financial structure isn't optimized but doesn't know where the problems are.
Tax Optimization Strategy
$2,395
Beyond basic deductions. We map your income across the most efficient structures, identify legal tax minimization opportunities, and build a multi-year strategy that compounds savings. This isn't tax evasion—it's intelligent design.
What you get: Complete tax efficiency analysis, entity structure recommendations, income splitting strategies, deduction optimization plan, and a three-year implementation roadmap.
Timeline: 3-4 weeks including collaboration with your existing accountant.
Best for: High earners paying more than 30% effective tax rate who understand that legal tax minimization is smart business, not moral failure.
Multi-Stream Income Design
$3,290
Building additional income sources that complement your primary work. Not side hustles—strategic income diversification that leverages your existing skills, networks, and knowledge. Income streams that actually scale without consuming all your time.
What you get: Analysis of income concentration risk, identification of viable income diversification opportunities based on your specific skills and situation, implementation strategy for 2-3 new income streams, and timeline for development.
Timeline: 4-6 weeks for strategy development, plus ongoing implementation support.
Best for: Professionals whose income depends entirely on one source and who recognize the risk in that dependency.
Wealth Protection Framework
$2,750
Asset protection, estate planning, and wealth preservation strategies. Because building wealth means nothing if you can't protect it from litigation, taxation, and poor succession planning. Most people wait until they need this. Smart people implement it before problems emerge.
What you get: Asset protection analysis, entity structure for liability shielding, estate planning framework, succession strategy, and insurance gap analysis.
Timeline: 4-5 weeks for complete framework design.
Best for: Anyone with significant assets ($500,000+) or high litigation risk who hasn't formalized protection strategies.
Annual Financial Architecture Review
$8,640 per year
Quarterly check-ins to optimize your financial structure as circumstances change. Tax laws shift. Opportunities emerge. Income evolves. Your financial architecture must adapt accordingly. This ensures it does.
What you get: Four quarterly reviews per year, ongoing strategy optimization, tax law update analysis, new opportunity identification, and priority email/phone support.
Timeline: Quarterly 90-minute sessions plus ad-hoc consultation as needed.
Best for: Clients who've implemented major structural changes and want to ensure their architecture evolves with their circumstances.
Complete Financial Restructuring
$12,500
Full implementation of an optimized financial structure. We handle entity formation, account setup, system integration, transition management, and coordination with your accountant and lawyer. For those ready to rebuild from the foundation.
What you get: Complete structure design, all entity formation, account establishment, system setup, transition management, documentation, and training on your new financial architecture.
Timeline: 8-12 weeks for complete implementation.
Best for: High earners ($250,000+) who know their current structure is costing them significantly and are ready for comprehensive change.
What Happens Next
Select a service above or contact us to discuss your situation. First conversation is always exploratory. We'll assess whether we're a good fit for your needs, answer your questions, and outline what working together would look like.
No pressure. No sales pitch. Just clarity on whether our approach matches your goals.
Ready to Begin?
Choose a service above or reach out to discuss which makes sense for your situation.
Contact Us