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We help high-income professionals design financial systems that work—even when markets don’t. Our process doesn’t rely on hype, luck, or the latest strategy. We focus on structural wealth building that brings clarity, cash flow, and long-term freedom.
What You Get With Our Approach:
Clear visibility into your entire financial life.
A system for saving up to 28% of your income automatically.
Protection strategies that mitigate risk in your wealth plan.
Legacy planning that keeps your family unified.
Tax strategies that reduce future surprises.
Here’s what that looks like in action:
Cash flow structure is the foundation of everything we do.
This is because most high earners don’t have a budgeting problem—they have a structure problem. Our 3-part framework helps you:
Separate income from expenses using an Income Reservoir.
Automate savings and baseline spending.
Access timely data that drives faster, better financial decisions.
“We don’t fix cash flow by restriction. We fix it with systems.”
See your entire financial picture on one page.
LEAP stands for Lifetime Economic Acceleration Process. This model breaks your financial world into 27 key components and shows how they interact in a single, visual format.
We use it to:
Diagnose inefficiencies and hidden risk.
Coordinate across products and strategies.
Model scenarios and help you see the impact of every decision.
“It’s like finally seeing the top of the puzzle box.”
“Since working with StoneCentury, I’m saving more, stressing less, and making smarter decisions—without spreadsheets or budgeting.”
—Jeremy R., Real Estate Investor
We don’t just plan for wealth transfer. We plan for harmony.
Through our legacy planning software and Rockefeller Method expertise, we help you:
Create a family constitution that governs shared values and expectations.
Build estate plans that reduce complexity and reinforce clarity.
Use structured trusts to protect heirs, reduce taxes, and empower future generations.
“Most people pass down money. We help you pass down meaning.”
Before we grow wealth, we secure it.
True freedom starts with security. We assess and implement the right layers of protection so your strategy doesn’t collapse under pressure.
That includes:
Life, liability, and long-term care coverage
Disability income planning
Asset protection strategies for business owners and professionals
“Your offense is only as strong as your defense.”
Don’t defer your tax burden—design around it.
We help reduce future tax surprises by:
Balancing assets across taxable, tax-deferred, and tax-free buckets
Designing Roth conversion strategies and income sequencing
Collaborating with your CPA to align strategy and execution
“If you don’t want to pay more later, plan better now.”
If this feels like the structure you’ve been missing, we should talk.
We’ll walk through your income, systems, and goals—and show you exactly how we help high-income professionals reclaim control, build clarity, and accelerate wealth.
“Most people don’t need more income. They need a better system.”
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.