Illuminate your path

If you’re a high-earner, not rich yet (HENRY) trying to figure out your game plan, let’s talk.

• Are you looking for a way to optimize your spending to suit your lifestyle and build wealth?

• Are you looking for a way to invest some of those huge gains to offset your earned income for a single year?

• Have you tried talking to CPAs and been met with resistance or vague hand-waving when trying to do any strategic planning?

As an engineer, researcher, and creative problem solver - let’s work together to solve your problem! Let’s explore your dream life and discover how you can take steps to create that reality.

• CPAs are generally risk-averse and want to avoid triggering an IRS audit whenever possible to protect you, themselves, and all their other clients! It’s a good thing that your CPA is risk-averse - just not when you’re looking for information on how to strategically take advantage of legal tax deductions!

• Do you want to understand the scope and impact of how to manage your books so CPAs are excited to bring you on as a client and make your dream life a reality?

• When you create your strategic plan and then consult a CPA, they know you have a good idea of the paperwork and tracking required to keep all your deductions legal and defensible and therefore are more willing to take you on as a client.

• We can explore creative and legal ways to lower your tax burden and consult with certified tax professionals on the “how-to” of executing your strategy.