How do I know if I'm a good fit?
- Business Owners & HENRY's (High Earner Not Rich Yet) between 35&57 who want to have financial autonomy
- Household income of at least $175,000
- People who want to delegate so they can spend time doing the things they love
Interested in Working Together?
60 Minute Assessment meeting
A 60 minute zoom call (or in person meeting one of these days) to dig into your hopes, dreams and financial desires. We want to be certain of our destination before we draw our roadmap.
We will spend 10 minutes at the end of this call making sure you are clear on what is needed to work with us and you can make the decision on whether you want to work with me as your financial partner.
There is no obligation to this call
What is the benefit of working with Chris?
- Create an easily understandable 1 page financial gameplan and support to implement it
- Knowing there will be a day when you can have financial autonomy over your life
- Have defined goals to work towards and accountability to get there
- Optimize insurance policies to maximize coverage and reduce costs
- Proactive tax planning to minimize your lifetime tax bill
- Provide financial partnership and help solve your financial problems so you can focus on the most important things in life
What questions will Chris help me answer?
- How much do I need to have financial autonomy?
- How can I have more time to do what I enjoy?
- When can and when should I exit my business?
- How can I minimize tax liabilities?
- How can I have enough?
- How can I coordinate my complex life?
- How can I have less financial stress?
Choose options below to schedule a call.