Get to what the money was for. Sooner.
Tax, wealth, estate, and exit decisions, sequenced as one strategy. For families who are not finished yet.
As featured in
- MarketWatch
When was the last time all your advisors were in the same room without you?
Your CPA files what already happened. Your advisor manages a portfolio. Your attorney drafted documents years ago. Each one is competent. None of them is sequencing the whole, and the cost of that gap shows up on exactly one line: yours.
My Next Move
Six moves. Handled apart, one bill at the end.
Most families make these moves at different times, with different people, under different circumstances. And nobody sees the bill arrive. Sequenced into one strategy, they clear the way for what the money is for. Where are you starting?
Retirement Taxes →
The Tax You Postponed Is Compounding Too
Capital Gains →
When Selling Means Surrendering
Estate Taxes →
The erosion you can prevent, but can't reverse
Income Taxes →
Where Did Half of It Go?
Liquidity Event →
Your Best Year Is Their Best Year Too
Lifestyle Risk in Retirement →
Retirees don't run out of money. They run out of options.
Why “Sooner”
When a storm crosses the plains, cattle drift away from it. They delay the pain, and end up spending the longest possible time inside it.
Bison turn and run toward the storm. They meet it early, pass through it, and come out the other side sooner.
That's the whole philosophy. Taxes, transitions, markets: the storms are coming either way. We built a firm that runs at them.
Getting started takes ninety seconds.
Take the Scan
Twelve questions, banded ranges, no phone number. You leave with your estimated exposure and your starting category.
Start the Conversation
A direct exchange with Eric: both spouses in the room, two business days to a response, no call center in between.
Sequence the moves
Tax, estate, portfolio, and exit decisions run as one strategy, adjusted in real time, not an annual binder.
The Field Guide
The thinking is on the record.
The Tax Chef Podcast, Field Notes, and the Toolkit: where the firm's positions get argued in public, not asserted in meetings.