You’d be surprised how fast your financial life can change when you have a clear plan—and the right team behind you.
Just ask John.
We first met John on February 4th. At that time, he was feeling stuck. Not broke. Not reckless. Just… overwhelmed.
Despite having a liquid net worth of $1.5 million and owning a business worth around $9 million, he didn’t feel in control of his finances.
Fast forward 75 days, and here’s what we’ve already accomplished together:
✅ 1. Designed a monthly savings plan
We helped John create a strategy that fit his cash flow and aligned with his long-term goals.
✅ 2. Built a personalized financial plan
A custom roadmap based on what matters most to John and his wife, not a generic set of rules.
✅ 3. Paid down a 9% HELOC
We freed up cash flow by tackling high-interest debt that was dragging him down.
✅ 4. Completed his estate plan
We introduced him to a trusted attorney and finalized his trust and legal documents.
✅ 5. Added liability protection
An umbrella insurance policy now protects him from unexpected lawsuits.
✅ 6. Cut unnecessary 401(k) costs
We evaluated his business retirement plan and reduced fees—saving thousands.
✅ 7. Cleaned up his books
A new accountant is now keeping things organized and proactive.
✅ 8. Hired his teenage kids
Now they’re earning income—and building wealth in their Roth IRAs.
✅ 9. Reviewed insurance coverage
We increased his auto liability limits and adjusted deductibles for better protection and value.
✅ 10. Watched the stress melt away
John told us he feels lighter. More in control. And excited for the future.
And the best part? We’re just getting started.
We followed a simple, four-meeting process designed to quickly create momentum and deliver results:
Meeting 1: Discovery
We got to know John. He got to know us. No pressure—just honest conversations about his goals, values, and the way he thinks about money.
Meeting 2: Goal Exploration
We dug deeper into why his goals mattered and what was holding him back. This clarity helped unlock real motivation.
Meeting 3: Recommended Plan
We presented personalized advice. “Because you said this, we recommend that.” No fluff. Just direct actions tied to what matters most.
Meeting 4: Team Introduction
We brought in his new attorney and CPA for a full-team meeting to align everyone—and make sure no ball gets dropped going forward.
Here’s the thing:
Financial progress doesn’t have to take years.
It just takes intention, a good plan, and a team that’s ready to roll up their sleeves with you.
John’s story isn’t rare.
We help business owners like him every week—people with real assets, real complexity, and real desire to finally feel like everything is working together.
If you’re feeling stuck or unsure what the next step is…
Let’s talk.
You might be just 75 days away from your own financial transformation.