News and Updates
Before You Say Yes to That Board Seat
Getting asked onto a board on its way to an IPO, with a seven figure equity grant attached, sounds like an easy yes. A listener in exactly that spot, invited […]
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 […]
Should Your Aging Parent Wait to Gift, or Give Now While They Can Enjoy It?
A listener wrote in about her 88 year old mother, sharp as ever, who has about $6 million in a brokerage account loaded with decades of embedded gains, plus a […]
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 […]
When One Spouse Runs Everything: Building a Plan Before You Need It
A listener wrote in recently with a question that is much more common than I expected. She has managed every dollar of her family’s $19 million balance sheet for 30 […]
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.