News and Updates
You Hit Your Number. Why Can’t You Spend It?
A listener wrote in with a problem I hear more often than you’d think. He and his wife were both locum tenens physicians, ran a disciplined FIRE plan from the […]
Why Your CPA Might Be Filing History Instead of Building a Strategy
I hear this complaint all the time: my CPA is great every March and invisible the other eleven months of the year. The return comes back, and there’s this nagging […]
Evaluating a Bitcoin Arbitrage Fund: Strategy, Costs, and Risks
A listener asked a straightforward question: he was considering an arbitrage fund in the Bitcoin space and wanted to know if I had any real experience with similar strategies. I […]
When Your Business Partner Wants Different Things: A Realistic Guide to a Minority Buyout
A listener recently wrote in with a situation I see more often than most business owners expect. He built a regional medical staffing company doing around $20 million in annual […]
Planning Retirement When Your Income Has an Expiration Date
Most retirement planning tools are built around a gradual wind-down. You earn, you save, and someday you start drawing down. The income fades slowly and the portfolio takes over. That […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.