Build Your
Wealth Playbook
A comprehensive plan to help you keep and grow more.
Pay Once. Full setup support. Then it's yours.
Your
Playbook
A comprehensive financial plan tailored to your unique goals, timeline, and situation.
Keep more of
your earnings
Strategic tax planning to minimize what you owe and maximize what you keep.
Grow more
of your savings
Investment strategies aligned with your goals, risk tolerance, and timeline.
Protect what
you've built
Insurance review and estate planning to protect your assets and secure your legacy.
I've helped hundreds of families build and manage their wealth.
Questions
How much does it cost?
One flat fee of $2,500. No assets under management fees, no ongoing charges, no surprises.
How long does it take?
Most playbooks are completed within 2-3 weeks. We'll work at your pace.
What's included?
Tax optimization strategies, investment allocation guidance, retirement projections, insurance review, and estate planning considerations. Plus help implementing everything.
What happens after?
The playbook is yours. No ongoing commitment required. Come back anytime if your situation changes.