What's Keeping You Stuck
Breaking Free from Corporate Constraints
Most successful professionals face the same roadblocks when planning their exit. We've solved them all.
Freedom Funding
Health Coverage
Taxes
Stock Options
Legacy Planning
What's Keeping You Stuck
Breaking Free from Corporate Constraints
Most successful professionals face the same roadblocks when planning their exit. We've solved them all.
Freedom Funding
Health Coverage
Taxes
Stock Options
Legacy Planning
What's Keeping You Stuck
Breaking Free from Corporate Constraints
Most successful professionals face the same roadblocks when planning their exit. We've solved them all.
Freedom Funding
Health Coverage
Taxes
Stock Options
Legacy Planning
How We're Different
Our Approach
We've walked this path ourselves and know exactly what it takes to transition successfully.
Smart Tax Strategy
Pay what you owe, not a penny more
Insurance Continuity
Healthcare that follows you anywhere
Steady Income Stream
Create an income after you exit
Clear Exit Timeline
Know exactly when you can walk away
How We're Different
Our Approach
We've walked this path ourselves and know exactly what it takes to transition successfully.
Smart Tax Strategy
Pay what you owe, not a penny more
Insurance Continuity
Healthcare that follows you anywhere
Steady Income Stream
Create an income after you exit
Clear Exit Timeline
Know exactly when you can walk away
How We're Different
Our Approach
We've walked this path ourselves and know exactly what it takes to transition successfully.
Smart Tax Strategy
Pay what you owe, not a penny more
Insurance Continuity
Healthcare that follows you anywhere
Steady Income Stream
Create an income after you exit
Clear Exit Timeline
Know exactly when you can walk away
Our Process
Your Path to Post-Corporate Freedom
Our proven six-step process takes you from feeling stuck to living free. We've guided dozens of professionals through this exact journey.
01
Introduction
We'll get to know each other and discuss your situation, goals, and what's driving you to consider pulling the ripcord.
02
Discovery
Your advisor reviews your tax returns and investment statements to spot opportunities and potential roadblocks.
03
Goals & Vision
We develop your family's vision for post-corporate life and gather all the info needed for your plan.
04
Cash Flows
We analyze your income, expenses, equity vesting, and consulting opportunities to map your financial runway.
05
Exit Strategy Review
You'll receive your complete exit strategy and discuss exactly how to implement each step toward freedom.
06
Implementation
We help you execute your exit strategy and transition confidently into your new post-corporate life.
Our Process
Your Path to Post-Corporate Freedom
Our proven six-step process takes you from feeling stuck to living free. We've guided dozens of professionals through this exact journey.
01
Introduction
We'll get to know each other and discuss your situation, goals, and what's driving you to consider pulling the ripcord.
02
Discovery
Your advisor reviews your tax returns and investment statements to spot opportunities and potential roadblocks.
03
Goals & Vision
We develop your family's vision for post-corporate life and gather all the info needed for your plan.
04
Cash Flows
We analyze your income, expenses, equity vesting, and consulting opportunities to map your financial runway.
05
Exit Strategy Review
You'll receive your complete exit strategy and discuss exactly how to implement each step toward freedom.
06
Implementation
We help you execute your exit strategy and transition confidently into your new post-corporate life.
Our Process
Your Path to Post-Corporate Freedom
Our proven six-step process takes you from feeling stuck to living free. We've guided dozens of professionals through this exact journey.
01
Introduction
We'll get to know each other and discuss your situation, goals, and what's driving you to consider pulling the ripcord.
02
Discovery
Your advisor reviews your tax returns and investment statements to spot opportunities and potential roadblocks.
03
Goals & Vision
We develop your family's vision for post-corporate life and gather all the info needed for your plan.
04
Cash Flows
We analyze your income, expenses, equity vesting, and consulting opportunities to map your financial runway.
05
Exit Strategy Review
You'll receive your complete exit strategy and discuss exactly how to implement each step toward freedom.
06
Implementation
We help you execute your exit strategy and transition confidently into your new post-corporate life.
What to Expect
Your Freedom Timeline
We know you're eager to move forward. Here's exactly what progress looks like at every stage of your exit journey.
30 Days
Get Clear
Complete your discovery process and understand exactly where you stand today. We'll identify immediate opportunities and create your personalized roadmap to freedom.
90 Days
Get Ready
Your complete exit plan is finished and reviewed. You'll know your exact timeline, tax strategy, and have solutions for health insurance and cash flow concerns.
6 Months
Get Free
Your plan is fully implemented and you're ready for your post-corporate life. You have an income plan from your portfolio and we're executing key moves so that you can live freely
What to Expect
Your Freedom Timeline
We know you're eager to move forward. Here's exactly what progress looks like at every stage of your exit journey.
30 Days
Get Clear
Complete your discovery process and understand exactly where you stand today. We'll identify immediate opportunities and create your personalized roadmap to freedom.
90 Days
Get Ready
Your complete exit plan is finished and reviewed. You'll know your exact timeline, tax strategy, and have solutions for health insurance and cash flow concerns.
6 Months
Get Free
Your plan is fully implemented and you're ready for your post-corporate life. You have an income plan from your portfolio and we're executing key moves so that you can live freely
What to Expect
Your Freedom Timeline
We know you're eager to move forward. Here's exactly what progress looks like at every stage of your exit journey.
30 Days
Get Clear
Complete your discovery process and understand exactly where you stand today. We'll identify immediate opportunities and create your personalized roadmap to freedom.
90 Days
Get Ready
Your complete exit plan is finished and reviewed. You'll know your exact timeline, tax strategy, and have solutions for health insurance and cash flow concerns.
6 Months
Get Free
Your plan is fully implemented and you're ready for your post-corporate life. You have an income plan from your portfolio and we're executing key moves so that you can live freely
Our Services
Choose Your Exit Strategy
Whether you want a complete roadmap or ongoing guidance along the way, we have the right plan to get you from corporate to freedom.
one time exit plan
$6,500
Timeline:
3-6 months
Get your complete exit strategy mapped out with tax optimization, health insurance solutions, and cash flow planning. Perfect for DIY implementers who want expert guidance on their transition.
Complete exit roadmap
Tax optimization strategy
Health insurance plan
Cash flow projections
Implementation timeline
ongoing planning
1.25% AUM
(decreasing with account size):
Timeline:
Ongoing Relationship
Full-service planning and investment management for those who want ongoing support through their transition and beyond.
Everything in exit plan
Investment management
Annual plan updates
Tax planning sessions
Ongoing support
Our Services
Choose Your Exit Strategy
Whether you want a complete roadmap or ongoing guidance along the way, we have the right plan to get you from corporate to freedom.
one time exit plan
$6,500
Timeline:
3-6 months
Get your complete exit strategy mapped out with tax optimization, health insurance solutions, and cash flow planning. Perfect for DIY implementers who want expert guidance on their transition.
Complete exit roadmap
Tax optimization strategy
Health insurance plan
Cash flow projections
Implementation timeline
ongoing planning
1.25% AUM
(decreasing with account size):
Timeline:
Ongoing Relationship
Full-service planning and investment management for those who want ongoing support through their transition and beyond.
Everything in exit plan
Investment management
Annual plan updates
Tax planning sessions
Ongoing support
Our Services
Choose Your Exit Strategy
Whether you want a complete roadmap or ongoing guidance along the way, we have the right plan to get you from corporate to freedom.
one time exit plan
$6,500
Timeline:
3-6 months
Get your complete exit strategy mapped out with tax optimization, health insurance solutions, and cash flow planning. Perfect for DIY implementers who want expert guidance on their transition.
Complete exit roadmap
Tax optimization strategy
Health insurance plan
Cash flow projections
Implementation timeline
ongoing planning
1.25% AUM
(decreasing with account size):
Timeline:
Ongoing Relationship
Full-service planning and investment management for those who want ongoing support through their transition and beyond.
Everything in exit plan
Investment management
Annual plan updates
Tax planning sessions
Ongoing support
Who we help
We work with ambitious professionals who have built serious wealth but feel trapped by their success.
You've climbed the corporate ladder and accumulated significant equity or high earnings. But now you're ready for something different.
Maybe you want to start consulting. Perhaps you're dreaming of early retirement by the beach. Or you simply want the freedom to choose how you spend your days without worrying about benefits or cash flow.
You've worked hard to build wealth, but that wealth has become golden handcuffs. You know you have enough money to make a change, but you're not sure how to do it safely.
We help equity holders and high-earners who are ready to pull the ripcord but want expert guidance to do it right. Our clients typically have $2 million or more in assets and are going through a major life transition.
If you're tired of trading time for money and ready to design life on your own terms, you're exactly who we help.
Who we help
We work with ambitious professionals who have built serious wealth but feel trapped by their success.
You've climbed the corporate ladder and accumulated significant equity or high earnings. But now you're ready for something different.
Maybe you want to start consulting. Perhaps you're dreaming of early retirement by the beach. Or you simply want the freedom to choose how you spend your days without worrying about benefits or cash flow.
You've worked hard to build wealth, but that wealth has become golden handcuffs. You know you have enough money to make a change, but you're not sure how to do it safely.
We help equity holders and high-earners who are ready to pull the ripcord but want expert guidance to do it right. Our clients typically have $2 million or more in assets and are going through a major life transition.
If you're tired of trading time for money and ready to design life on your own terms, you're exactly who we help.
Who we help
We work with ambitious professionals who have built serious wealth but feel trapped by their success.
You've climbed the corporate ladder and accumulated significant equity or high earnings. But now you're ready for something different.
Maybe you want to start consulting. Perhaps you're dreaming of early retirement by the beach. Or you simply want the freedom to choose how you spend your days without worrying about benefits or cash flow.
You've worked hard to build wealth, but that wealth has become golden handcuffs. You know you have enough money to make a change, but you're not sure how to do it safely.
We help equity holders and high-earners who are ready to pull the ripcord but want expert guidance to do it right. Our clients typically have $2 million or more in assets and are going through a major life transition.
If you're tired of trading time for money and ready to design life on your own terms, you're exactly who we help.
Ready to Pull the Ripcord?
You've built serious wealth in corporate, but now you're ready for something bigger. We help equity holders and high-earners escape the golden handcuffs and transition to the life they actually want to live.
Ready to Pull the Ripcord?
You've built serious wealth in corporate, but now you're ready for something bigger. We help equity holders and high-earners escape the golden handcuffs and transition to the life they actually want to live.
Ready to Pull the Ripcord?
You've built serious wealth in corporate, but now you're ready for something bigger. We help equity holders and high-earners escape the golden handcuffs and transition to the life they actually want to live.