Empire Builders
What is your time worth?
- Navigating complex compensation packages
- Stock option / RSU efficiency and corporate trading blackouts
- Raising financially savvy children
- Growing interest in charitable giving
- How to efficiently cover the cost of college
- Buying, building or improving a primary and / or secondary home
- Sometimes going through a separation or union with a new spouse / family
- Buying / selling a business interest
Working towards solutions for these and other pain points for empire builders generally involves complex planning and collaboration with other professionals to make sure your entire financial plan is working in concert. Imagine your tax strategy, estate plan and financial plan working as one. Beyond the goal setting and forecasting models, we help empire builders consider how to use both sides of the balance sheet efficiently. Strategic debt can be a valuable resource when used correctly and we educate you about how to use different products efficiently. We strive to take the complexities of your life and build them into a beautiful roadmap to success, but what if something unexpected happens to you or a loved one? Just as crucial as it is to have a great roadmap, we work with our empire builders to help protect themselves and their vision through proper insurance planning. Make your plan, work your plan, plan for the unexpected. By evaluating, planning and protecting every facet of your life, we try to give our clients the confidence to know you’ve done everything you can to maximize the potential of your money so you can focus on maximizing the quality of life for you and your family.
While we do most of the heavy lifting to give our empire builders the confidence that their assets and earning potential are being managed efficiently to their goals and values, we also find they value a partnership approach. If you’re an empire builder, you might find yourself becoming more insulated as your success grows and sometimes our value is in just being a sounding board to bounce ideas off and to collaborate with because we understand and work with people like you every day. You’ve worked hard for what you have and you’re fortunate to be in the place you are, so let’s make sure you’re comfortable with that and getting the best return on life possible.