Get a 30-minute Retirement & Wealth Snapshot tailored to your company’s cash flow, taxes, and exit plan.

• Retirement Income Readiness: A quick analysis of how your current portfolio, savings rate, and business equity translate into retirement income.
• Tax Efficiency Check: High-level review of entity type, compensation mix, and retirement plan options (Solo 401(k), Cash Balance, 401(k)/Profit Share) to uncover near-term tax wins.
• Risk & Liquidity Gaps: Insurance and cash reserves review so a bad quarter or health event doesn’t derail your plan.
• Exit Path Clarity: Keep, hire a GM, management buyout, third‑party sale — and what each might mean for timing, taxes, and your income.
• 90‑Day Action Plan: 3 prioritized recommendations with next steps and who needs to do what (you, us, or your CPA/attorney).
  

This is a strong fit if you:

• Are business owners, self-employed entrepreneurs, consultants, or freelancers
• Want a coordinated plan for retirement, taxes, investing, and cash flow

This is not a fit if you:

• Want day-trading ideas or one-off product pitches
• Aren’t ready to share basic financials needed for a meaningful review

• Step 1 — Book: Pick a time on the calendar that works for you.
• Step 2 — Prep: Complete a short intake (10 minutes) and securely upload recent tax return, P&L, and current statement(s).
• Step 3 — Intro Call (30 minutes): We gather information and answer questions.  
• Step 4 — Next Steps: We meet to walk through findings. If there’s a fit, we discuss an in-depth engagement. If not, you still keep your 90‑day plan.