(615) 397-8799
Our clients are high-income earners with big goals, busy lives, and a desire to be intentional. You’ve worked hard to build something meaningful—and now you want a system that ensures it works as hard for you as you did to create it.
We serve a range of professionals, entrepreneurs, and wealth builders—but every one of them fits one of four distinct mindsets. Which one sounds most like you?
Age: 25–35
Income: $80,000–$180,000
Stage: Early Accumulation
You’re building momentum. You’re making more than ever before—but want to avoid the mistakes that keep others stuck. You want to build wealth the right way from the beginning.
Mindset: Ambitious but overwhelmed. You want clarity, not jargon. Flexibility, not restriction. A system, not a budget.
You’re asking:
How do I set this up right from the start?
What should I be doing with my cash flow?
How do I avoid financial mistakes that cost me later?
How We Help:
Cash flow clarity and automation.
Savings systems that grow with your income.
Tools that make building wealth feel simple and motivating.
Age: 40–55
Income: $300,000–$800,000
Stage: Financial Freedom / Active Accumulation
You’ve built a business, a career, a reputation—and now you want more time, flexibility, and peace of mind. You’re tired of friction and inefficiency. You want a wealth system that aligns with your values and frees you up.
Mindset: Strategic and skeptical. You want results without feeling sold. You’re willing to invest—but only if it moves the needle.
You’re asking:
Why am I making more than ever—but still feel behind?
Is my money working as hard as I am?
How do I get more control without giving up growth?
How We Help:
Strategic income structures to reduce taxes and optimize time.
Financial coordination across all your advisors.
Cash flow systems that scale as you grow.
Age: 55–70
Income: $1M–$3M+
Stage: Legacy & Conservation
You’ve created wealth—and now it’s time to protect it. You want to pass it on with clarity, purpose, and structure. You don’t want to burden your family with complexity or confusion.
Mindset: Cautiously generous. You’ve seen what poor planning can do—and you want to do it right. You value trust, transparency, and simplicity.
You’re asking:
How do I transfer wealth without creating entitlement?
What will happen to my business or estate when I’m gone?
How can I ensure my family stays united—not divided?
How We Help:
Rockefeller-style legacy systems.
Family governance and constitution design.
Estate plans that reflect your values and protect your impact.
Age: 35–50
Income: $500,000–$2M+
Stage: Transitioning from Accumulation to Freedom
You’re a top performer. But your finances haven’t kept up with your growth. You’re moving fast—and you need systems that match your pace without slowing you down.
Mindset: High-functioning but scattered. You want clarity, automation, and leverage. You don’t have time for a drawn-out planning process.
You’re asking:
Where is all my money going?
How can I structure my income to reduce taxes and stress?
What systems will help me operate at my best?
How We Help:
Automated cash flow management with timely data.
Income smoothing and tax optimization.
Systems that scale with you—and remove friction.
Ready to Get Strategic?
If you're serious about designing a wealth system that actually supports your life—not just your accounts—this is where we start.
*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.