20-Minute Strategy Call

No pitch. Just a conversation about your specific situation.

In 20 minutes, you'll get:

Clarity on your biggest wealth gap - the one thing that's costing you the most (whether it's tax strategy, liquidity planning, exit readiness, or something else)

A specific next step - A concrete action you can take, whether you work with me or not.

An honest assessment - If I see something that's going to bite you later, I'll tell you. If you're doing fine and don't need help, I'll tell you that too.

By the end of the call, you'll know if working together makes sense.