Consulting, law, and high finance
Consultants, lawyers, and finance professionals tend to earn well before they have time to plan well. Add student loans, an MBA, and a possible career change, and the decisions stack up quickly.
The questions that come up most
- 01
Tax strategy before April
Taxes are one of your biggest expenses, so we plan accordingly. From income timing to investment structure to account optimization, we look for opportunities to improve your after-tax outcome.
- 02
High-earner retirement mechanics
If you are a high earner, are you doing your backdoor Roth or mega backdoor? Are you using your HSA like a retirement specialist? These are the accounts that get skipped when work is busy.
HSAs and FSAs, properly used - 03
Debt, including student loans
Not all debt is bad. In fact, we often recommend clients take on more of the right kind of debt. But the wrong debt can completely blow up a plan. We assess mortgages, refinancing opportunities, and asset-backed lines of credit to make the most of your funds.
- 04
Access usually reserved for private banks
All of the investing basics should be covered, but you should also have access to the same offerings available at ultra high net worth private banks, including structured notes and private assets.
What structured notes actually are
Everything is included under one transparent fee
Planning, investments, tax strategy, estate work, debt, and insurance review. Included, not upsold. Onboarding is a digital first process that runs 2 to 4 weeks.
Articles worth your time
- Tax Strategy+1
HSAs and FSAs: Maximizing those employer acronyms
The financial nerd level of extra effort that you probably aren't doing in order to get the most out of those HSAs and FSAs.
April 28, 2026 · 6 min read - Investing
Structure notes: What they are and who might use them
Defined outcome investment products can be a unique solution for the right risk profile, but come with material complexity.
May 20, 2026 · 4 min read - Retirement
Retirement: Navigating Self-Employed Plan Options
Retirement plans for self-employed individuals can be more complex, but also more powerful.
August 6, 2025 · 3 min read