What we do
What We Do
Our Services
We are more than just a financial oversight firm. We are your partners in navigating the complexities of wealth, offering objective and personalized insights to keep your finances transparent. Our mission is to educate and instill confidence in every financial decision you make. Think of us as your personal CFO, coordinating and building your entire financial team, ensuring you remain organized and empowered throughout your financial journey.
Organization & Coordination
We take the lead in organizing your financial life, prioritizing action items, and coordinating with your financial specialists to ensure everyone is on the same page.
Personal & Business Integration
We systematize and automate your cash flows so that you have a reliable, predictable system for your business and your family.
Wealth Management
We go beyond stocks and bonds, helping you minimize risk, optimize tax, and maximize value of your businesses, real estate, private investments, collectibles, and more.
Coaching
Our process helps you understand your money beliefs and values, replace blocks with empowering beliefs, and unlock the freedom to enjoy your success by building positive money habits.
Risk Management
We help you identify, reduce, and transfer the most significant risks to protect your financial house, including commercial, legal, bankruptcy, property, health, travel, key-person, and more.
Corporate Planning
As your businesses grow, so do the number of partnerships, liabilities, and potential tax bills. Proper structuring optimizes for tax, cash flow, retirement, exit and estate.
Tax Optimization
We help you plan for compensation, deductible expenses, future cash flow needs, selling assets and more so as to minimize your long-term tax liabilities.
Lifestyle Freedom
We help you ensure you can fund the lifestyle you desire for your family now, while making sure that you accelerate towards complete financial freedom.
Legacy
We help you create and implement an intergenerational legacy plan to leverage your wealth to make a meaningful difference in the lives of your family, community and planet.
Our Services
We are more than just a financial oversight firm. We are your partners in navigating the complexities of wealth, offering objective and personalized insights to keep your finances transparent. Our mission is to educate and instill confidence in every financial decision you make. Think of us as your personal CFO, coordinating and building your entire financial team, ensuring you remain organized and empowered throughout your financial journey.
Organization & Coordination
We take the lead in organizing your financial life, prioritizing action items, and coordinating with your financial specialists to ensure everyone is on the same page.
Coaching
Our process helps you understand your money beliefs and values, replace blocks with empowering beliefs, and unlock the freedom to enjoy your success by building positive money habits.
Tax Optimization
We help you plan for compensation, deductible expenses, future cash flow needs, selling assets and more so as to minimize your long-term tax liabilities.
Personal & Business Integration
We systematize and automate your cash flows so that you have a reliable, predictable system for your business and your family.
Risk Management
We help you identify, reduce, and transfer the most significant risks to protect your financial house, including commercial, legal, bankruptcy, property, health, travel, key-person, and more.
Lifestyle Freedom
We help you ensure you can fund the lifestyle you desire for your family now, while making sure that you accelerate towards complete financial freedom.
Wealth Management
We go beyond stocks and bonds, helping you minimize risk, optimize tax, and maximize value of your businesses, real estate, private investments, collectibles, and more.
Corporate Planning
As your businesses grow, so do the number of partnerships, liabilities, and potential tax bills. Proper structuring optimizes for tax, cash flow, retirement, exit and estate.
Legacy
We help you create and implement an intergenerational legacy plan to leverage your wealth to make a meaningful difference in the lives of your family, community and planet.
Our Process
1. Introduction
Describe your goals over a 15-minute video call and discover how our financial coach, Shyam Ganesh, can help you achieve them. If we both feel there’s a fit, we will book a 60-minute Foundation meeting within the following 2 weeks.
2. Foundation
We will conduct an in-depth intake of your situation, complete an introduction to any financial specialists on your team, and put your goals on paper. If, at that point, we still feel there is a good fit, we will offer you membership at our firm, and you will decide if you wish to proceed.
3. Strategy & Execution
In four meetings over the following quarter, we will provide leadership to get your complete financial house in order while communicating in plain English. We’ll follow it up with three annual strategy meetings, exclusive education, and, most importantly, on-demand support.
Our Process
1. Introduction
Describe your goals over a 15-minute video call and discover how our financial coach, Shyam Ganesh, can help you achieve them. If we both feel there’s a fit, we will book a 60-minute Foundation meeting within the following 2 weeks.
2. Foundation
We will conduct an in-depth intake of your situation, complete an introduction to any financial specialists on your team, and put your goals on paper. If, at that point, we still feel there is a good fit, we will offer you membership at our firm, and you will decide if you wish to proceed.
3. Strategy & Execution
In four meetings over the following quarter, we will provide leadership to get your complete financial house in order while communicating in plain English. We’ll follow it up with three annual strategy meetings, exclusive education, and, most importantly, on-demand support.
To maintain service excellence and work-life balance for our team, we limit the number of families we serve to 40. We may also at times place prospective clients on a wait list to ensure that once we commit ourselves we are well-positioned to deliver.
If you’re a millennial entrepreneur or business leader looking for a trusted advisor to provide unbiased financial leadership, take the first step and book an Initial Assessment with us.
If you’re a millennial entrepreneur or business leader looking for a trusted advisor to provide unbiased financial leadership, take the first step and book an Initial Assessment with us.
Case Studies
The following cases are compostites of real people who work with us to achieve their goals.
