For Size 2 SBO
Micro-Team Owner
Roughly Around~ Revenue: $250K–$750K | 1–4 Staff
What You Need Now:
Delegating well, managing cash flow, and protecting your time are top priorities.
How We Help:
Personal Planning: Optimize your compensation and reduce personal risk exposure.
Business Finance: Better reporting, forecasting, and tax-smart decisions.
Investments: Align investments with upcoming personal or business needs.
Business Coaching: Build simple systems to support your growth.
Integrated Support: Sync your money, strategy, and team-building into one cohesive plan.


Integrative Advisory Services For You
All the planning you need to achieve growth, stability, and long-term success.


Total Financial Advice:
Separate, Sophisticate, and Synchronize
We look at everything for you.
Advanced personal, business, and estate financial planning to secure everything you value.
Estate and Exit Planning Document Prep.
Investment management for both personal and business.
Investment advice for alternative assets, real estate, and business.
Flat Fee Total Service Plans $24,000 a Year
Separated Financial Advisory Services For You
Tailored financial solutions for small business owners to achieve growth, stability, and long-term success.




Business Finance Advice
Financial Planning to align your business goals with objectives for sustainable success.
Flat Fee Service Plan $6,000 a Year, Paid Monthly.
Personal Finance Advice
Advanced personal financial planning to secure your future while supporting your business.
Flat Fee Service Plan $6,000 a Year, Paid Monthly.
Investment Management
For those with $500K to 2M in net worth.
Usually need $250K Invested for this to make sense,
otherwise a few hours of advice charged hourly is better.
For $6,000 a year: paid monthly:
No commissions, no hidden fees, just great value.
Personal Investment Management
Total Asset Map of all Wealth
1 Advanced Investment Planning Topic : Real Estate APOD, Cryptocurrency, Alternative Investment


Business Accelerator
From Vision to Results Without the Guesswork
You’ve got the ideas. We help integrate.
Coaching, planning, and strategy so you can:
Get clear on what you want
Build a plan to make it happen
Stay focused and follow through
Simple tools. Smart support. Real progress.
For $6,000 a year: paid monthly:






While this does include Digital Assets, Core Trust, Video Will, and Ethical Will Packages, it:
Does not include 3rd party Attorney Fees from advanced strategies., nor can it include Complex Entity or Governance Planning.
For $12,000 one time: can be paid monthly:
No commissions, no hidden fees, just great value.
Total Assets In Motion Map to See it
Asset Protection Initial Analysis
Legacy Planning Video and Documents: Letters of Intent, Ethical Wills
Coordination with Appropriate Financial, Legal, and Tax Professionals
Estate Planning Document Prep: Last Will & Testament, Revocable Living Trust,
Durable Power of Attorney, Advance Healthcare Directive / Living Will, HIPAA Authorization, Beneficiary Designations (IRA, 401(k), Life Insurance), Trust Funding Documents, Business Continuity Instructions
Integration Alignment:
Ensure Titling & Beneficiaries Align With Plan
Integrate Buy-Sell Agreements & Continuity Plans
Coordinate with Business Structures ,
Gifting Strategies & Family Limited Partnerships
Legacy, Estate, Asset, Protection L.E.A.P. Planning Coordination
Core Estate Planning Coordination
While this does include Digital Assets, Core Trust, Video Will, and Ethical Will Packages, it:
Does not include 3rd party Attorney Fees from advanced strategies., nor can it include Complex Entity or Governance Planning.
For $6,000 one time: can be paid monthly:
No commissions, no hidden fees, just great value.
Total Assets In Motion Map to See it
Legacy Planning Video and Documents: Letters of Intent, Ethical Wills
Coordination with Appropriate Financial, Legal, and Tax Professionals
Estate Planning Document Prep: Wills, Revocable Living Trust, Durable Power of Attorney, Advance Healthcare Directive / Living Will, HIPAA Authorization, Beneficiary Designations,Trust Funding Documents




Pure Advice
Empowering business owners through pure advice & expert guidance.
Real CLear Progress
We’re here to support your financial journey.
(815) 683-3034
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