Wealth Map: Tax & Financial Reset for High-Income Professionals
A comprehensive 60–90 day engagement designed to cut through the noise, coordinate your financial decisions, and build a clear strategy you can execute with confidence.
What you'll walk away with
Clarity, coordination, and a plan that works
- Clear understanding of your current tax exposure and optimization opportunities
- Coordinated strategy across income, equity compensation, and investments
- Specific recommendations for major decisions you're facing
- Implementation roadmap for your CPA and attorney
- Confidence that you're not leaving money on the table
This is a planning engagement, not a downgrade. Many clients start here before deciding if ongoing support makes sense for their situation.
The Wealth Map addresses:
Tax optimization: Multi-year strategies, estimated payments, deduction timing, entity structure.
Equity compensation: Exercise timing, RSU planning, AMT management, concentration risk.
Cash flow coordination: Savings priorities, debt strategy, major purchase planning.
Investment alignment: Tax-efficient allocation, account structure, asset location.
How it works
A clear timeline from start to finish
The engagement typically takes 60–90 days, depending on complexity and scheduling.
Week 1–2: Data Gathering
We collect tax returns, equity statements, and financial accounts. You complete a comprehensive questionnaire about your goals and decisions.
Week 3–4: Analysis
We build your complete financial picture, identify opportunities, and model scenarios for your key decisions.
Week 5–6: Strategy Session
A 90-minute deep-dive to present findings, discuss trade-offs, and align on your strategy.
Week 7–8: Implementation Plan
You receive a detailed action plan with specific steps, timelines, and coordination instructions for your other advisors.
Want to understand our full methodology? Learn about our process →
Is this right for you?
The Wealth Map is designed for specific situations
You're a fit if…
- ✓You earn $200K–$750K+ annually
- ✓You have equity compensation, business income, or multiple income sources
- ✓You've had (or expect) a surprise tax bill
- ✓You're making or postponing big decisions (property, exercise, sale)
- ✓You want coordinated advice, not another opinion
This isn't for you if…
- ✕Your financial situation is straightforward (W-2 only, no complexity)
- ✕You're looking for free advice or DIY tips
- ✕You want someone to pick stocks or time the market
- ✕Price is your only decision criterion
Not sure where you fit? See the full breakdown of who we work with →
Common questions
What you need to know
Ready to get clarity on your finances?
Start with a 20-minute intro call. We'll be honest about whether the Wealth Map is right for you.
Schedule Your Intro CallBased in Scottsdale, Arizona. Serving clients virtually nationwide.