1. The Embarkation
Before we set sail, we make sure we are the right crew for your voyage. A free 15-minute intro call helps us determine if our expertise aligns with your needs.
Comprehensive Consultation
Your Comprehensive Consultation
On the journey to financial success, you need a map, a compass, and to know exactly where you are starting from. Your Comprehensive Consultation provides all three.
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The five-step journey
Every consultation follows the same voyage, from making sure we are a fit to handing you the finished map.
2. Charting Your Origin
You will plot the wrong course if you are wrong about your starting point. In the discovery phase, we take a full accounting of your current financial setup, past returns, and assets. We secure your possessions and pack them tight for the journey.
3. Setting the Destination
The journey brings joy, but the destination is what keeps us going through stormy or windless seas. We seek to deeply understand your ultimate financial and lifestyle goals so the course we plot points exactly where you want to go.
4. Plotting the Course
Tax Lab takes your origin data and your destination goals, and maps a legal, ethical course to success. We use the tax code as our navigational chart, uncovering the exact routes millions are made and protected.
5. The Captain's Briefing
We present your custom map. You ask questions and gain absolute clarity on the route ahead. We will outline the missing pieces you need for the journey, and you can even ask us to step in and serve as the quartermaster on your ship moving forward.