Your financial freedom awaits.
Precise.
Our Services
Struggling to get your finances under control despite your best efforts?
If finding time, sticking to a budget, and making financial habits part of your everyday life feels overwhelming—you’re not alone. That’s where we come in.
We work with you, right in your environment, to build personalized systems that support your goals instead of working against them. For lasting results, we recommend committing to sessions twice a week for a period of three to six months.
Strategic Impact Consulting
$5,000/mo
Availability:
Flexible appointments offered Monday through Thursday, by arrangement.
Overview:
Our Twice-Weekly Family Financial Advisory service provides personalized, ongoing financial guidance tailored to the evolving needs of affluent families. Whether you're navigating wealth preservation, planning for future generations, or optimizing complex financial structures, these sessions are designed to offer consistent, discreet support with the flexibility your schedule demands.
Service Features:
Two private sessions per week, customized to your availability
In-depth review and optimization of your personal and family financial landscape
Guidance on investment alignment, cash flow management, tax planning, and philanthropic strategy
Support with intergenerational wealth transfer and legacy planning
Optional coordination with legal, tax, and estate professionals
Who It's For:
This service is ideal for families seeking ongoing, expert financial oversight and thoughtful strategy—without the constraints of rigid schedules. Whether you're managing a complex portfolio, transitioning generational wealth, or simply looking for clarity and consistency, our advisors serve as trusted partners in your financial journey.
Confidential. Proactive. Family-focused.
We don’t just advise—we partner with you to shape a secure and meaningful financial future.
Flexible Personal Finance Consulting – Fridays & Off-Hours Availability
$7,500/mo
Availability:
By appointment on Fridays and during non-traditional hours (early mornings, evenings, or select weekends).
Overview:
We understand that discerning clients often have demanding schedules and value discretion. Our Flexible Personal Finance Consulting service offers tailored financial advisory sessions outside of conventional business hours—ensuring that guidance is accessible when it suits you best.
Whether you're a business owner, executive, or managing complex family wealth, this service provides a private, personalized forum to address your financial priorities with convenience and care.
Service Highlights:
Consultations scheduled on Fridays or at off-peak hours
Confidential strategy sessions tailored to your goals
Advice on investment positioning, risk management, and tax-efficient structuring
Support with estate planning, succession strategies, and liquidity events
Ideal for those requiring privacy, flexibility, or low-disruption scheduling
Who It's For:
Perfect for high-net-worth individuals, entrepreneurs, and families seeking expert financial insight without interrupting core business or personal commitments.
Discreet. Accommodating. Results-driven.
Your time is valuable—so we make expert financial guidance available precisely when you need it.
Weekend Wealth Clarity
$10,000/mo
Format: In-Person or Virtual (Hybrid Available)
Schedule:
Saturday Morning Session: 9:00 AM – 12:30 PM
Sunday Evening Session: 5:00 PM – 8:30 PM
Overview:
Designed for discerning individuals and families, this weekend intensive delivers focused, confidential financial advisory support in a compact, high-impact format. Over two exclusive sessions, participants receive tailored insights into wealth preservation, investment strategy, estate structuring, and tax-efficient planning—guided by seasoned professionals with a deep understanding of high-net-worth dynamics.
What You’ll Gain:
A personalized review of your current financial position
Strategic frameworks for long-term wealth growth and family legacy planning
Guidance on tax optimization, charitable giving, and succession planning
Tools for enhancing intergenerational financial literacy and security
Private Q&A and optional follow-up consultations
Who Should Attend:
Ideal for high-income professionals, family office members, business owners, and individuals managing generational wealth or preparing for significant financial transitions.
Confidential. Insightful. Time-efficient.
This is not a generic finance course—it’s a strategic, client-centered experience designed to equip you with clarity and confidence.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!